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
276
$819K 0.02%
6,215
+938
277
$816K 0.02%
23,890
-7,095
278
$811K 0.02%
14,299
+2,930
279
$807K 0.02%
14,150
-416
280
$806K 0.02%
3,928
+95
281
$802K 0.02%
1,471
+92
282
$800K 0.02%
9,506
+3
283
$800K 0.02%
5,045
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284
$798K 0.02%
17,306
+58
285
$779K 0.02%
8,227
-365
286
$778K 0.02%
7,794
-381
287
$771K 0.02%
50,826
-12,816
288
$761K 0.02%
4,034
+48
289
$760K 0.02%
2,529
+44
290
$756K 0.01%
5,979
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291
$755K 0.01%
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292
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3,142
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293
$745K 0.01%
26,914
294
$743K 0.01%
4,642
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295
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8,677
-57
296
$739K 0.01%
11,475
+448
297
$725K 0.01%
10,055
298
$714K 0.01%
28,677
-1,063
299
$713K 0.01%
4,699
-133
300
$711K 0.01%
5,376
-3,778
10 11
12
13 14