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
$7.06B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.4M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Top Sells

1
+$3.85M
2
+$3M
3
+$2.98M
4
LMT icon
Lockheed Martin
LMT
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.66M

Sector Composition

1 Technology 4.02%
2 Financials 1.92%
3 Communication Services 1.9%
4 Consumer Discretionary 1.87%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.4M 0.02%
13,858
-1,873
252
$1.39M 0.02%
71,421
+2,627
253
$1.37M 0.02%
19,789
+4
254
$1.37M 0.02%
43,174
+3,327
255
$1.34M 0.02%
11,159
+894
256
$1.33M 0.02%
81,100
+49,990
257
$1.33M 0.02%
17,992
-1,405
258
$1.32M 0.02%
24,068
-10
259
$1.32M 0.02%
14,967
-3,899
260
$1.31M 0.02%
2,865
+34
261
$1.31M 0.02%
10,027
-3,198
262
$1.28M 0.02%
12,469
-205
263
$1.27M 0.02%
16,800
-382
264
$1.27M 0.02%
34,793
-427
265
$1.26M 0.02%
4,870
-178
266
$1.25M 0.02%
49,692
-11,822
267
$1.24M 0.02%
70,034
+121
268
$1.2M 0.02%
6,874
+173
269
$1.2M 0.02%
8,684
+180
270
$1.2M 0.02%
9,256
-151
271
$1.18M 0.02%
9,473
-454
272
$1.18M 0.02%
13,385
+558
273
$1.18M 0.02%
5,017
-1,207
274
$1.17M 0.02%
30,117
+2,160
275
$1.17M 0.02%
10,641
+95
9 10
11
12 13