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
276
$1.17M 0.02%
7,663
-160
277
$1.17M 0.02%
15,205
-904
278
$1.17M 0.02%
38,488
+11,731
279
$1.15M 0.02%
5,668
+39
280
$1.13M 0.02%
51,065
-17,446
281
$1.11M 0.02%
3,887
-57
282
$1.09M 0.02%
15,710
+1,373
283
$1.07M 0.02%
25,352
284
$1.07M 0.02%
9,098
+98
285
$1.06M 0.02%
28,667
+177
286
$1.05M 0.01%
8,308
-109
287
$1.04M 0.01%
11,992
-473
288
$1.02M 0.01%
4,772
-16
289
$1.01M 0.01%
37,056
-1,456
290
$1.01M 0.01%
18,626
-2,619
291
$1M 0.01%
+21,556
292
$990K 0.01%
79,731
+3,655
293
$989K 0.01%
48,644
-4,982
294
$982K 0.01%
2,246
-10
295
$979K 0.01%
17,849
-2,128
296
$972K 0.01%
3,690
-81
297
$956K 0.01%
21,398
+482
298
$946K 0.01%
6,773
-461
299
$944K 0.01%
+31,822
300
$942K 0.01%
42,341
+1,185
10 11
12
13 14