BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.07B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$35.3M
3
+$23.3M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.9M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$10.5M

Top Sells

1
+$18.3M
2
+$15.2M
3
+$7.48M
4
XOM icon
Exxon Mobil
XOM
+$7.43M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.38M

Sector Composition

1 Technology 4.55%
2 Communication Services 2.72%
3 Financials 2.61%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.06M 0.02%
12,205
-134
252
$1.04M 0.02%
20,056
+1,396
253
$1.04M 0.02%
30,289
254
$1.04M 0.02%
38,470
-1,143
255
$1.03M 0.02%
7,676
+2,088
256
$1.02M 0.02%
6,184
+406
257
$1.01M 0.02%
2,492
+59
258
$1.01M 0.02%
+18,051
259
$1M 0.02%
7,956
+3
260
$1M 0.02%
31,912
-1,928
261
$987K 0.02%
11,423
+663
262
$984K 0.02%
7,105
-115
263
$943K 0.02%
10,447
-648
264
$940K 0.02%
9,804
+4,761
265
$930K 0.02%
4,379
-291
266
$930K 0.02%
13,737
-1,090
267
$925K 0.02%
11,635
-5,517
268
$887K 0.02%
8,550
+270
269
$886K 0.02%
+23,298
270
$871K 0.02%
3,110
-43
271
$838K 0.02%
7,522
-148
272
$835K 0.02%
3,485
-116
273
$832K 0.02%
50,091
274
$829K 0.02%
2,439
+13
275
$824K 0.02%
17,292
-6,678
9 10
11
12 13