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
276
$864K 0.02%
6,199
-296
277
$863K 0.02%
8,689
+44
278
$849K 0.02%
10,556
-1,522
279
$849K 0.02%
75,819
-1,491
280
$846K 0.02%
4,159
-152
281
$840K 0.02%
10,404
-1,461
282
$837K 0.02%
8,244
283
$805K 0.02%
12,239
-118
284
$803K 0.02%
10,320
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285
$794K 0.02%
11,909
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286
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5,170
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287
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9,154
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288
$781K 0.02%
29,352
-1,148
289
$780K 0.02%
2,394
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290
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291
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30,228
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292
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5,257
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293
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4,806
-15
294
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19,789
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295
$738K 0.02%
10,281
+477
296
$737K 0.02%
9,000
+66
297
$718K 0.01%
6,209
-81
298
$714K 0.01%
3,321
+28
299
$713K 0.01%
1,571
+68
300
$709K 0.01%
7,304
+4
10 11
12
13 14