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
$4.9B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$11.1M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.03M

Top Sells

1
+$10.2M
2
+$4.65M
3
+$3.48M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.24M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.43M

Sector Composition

1 Technology 3.65%
2 Financials 2.57%
3 Consumer Discretionary 2.24%
4 Industrials 2.18%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.1M 0.02%
+51,476
252
$1.09M 0.02%
665
-14
253
$1.07M 0.02%
2,824
-256
254
$1.06M 0.02%
3,157
+6
255
$1.05M 0.02%
14,795
-2,263
256
$1.03M 0.02%
9,688
+85
257
$1.01M 0.02%
26,233
+10,667
258
$1.01M 0.02%
38,543
+49
259
$1M 0.02%
11,124
+124
260
$998K 0.02%
43,366
-4,990
261
$996K 0.02%
28,552
262
$988K 0.02%
7,936
+659
263
$960K 0.02%
4,919
-559
264
$957K 0.02%
2,815
+90
265
$950K 0.02%
8,584
-1,044
266
$940K 0.02%
60,772
267
$919K 0.02%
26,984
-379
268
$902K 0.02%
11,873
+441
269
$902K 0.02%
+18,245
270
$900K 0.02%
14,065
+5,679
271
$896K 0.02%
2,960
+8
272
$887K 0.02%
21,405
-700
273
$879K 0.02%
5,921
-583
274
$870K 0.02%
22,808
+2,208
275
$868K 0.02%
15,439
-44
9 10
11
12 13