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
301
$709K 0.01%
9,175
-1,294
302
$709K 0.01%
6,134
-586
303
$708K 0.01%
14,966
+570
304
$708K 0.01%
2,314
+560
305
$706K 0.01%
11,250
+198
306
$698K 0.01%
2,795
+28
307
$698K 0.01%
2,809
+155
308
$694K 0.01%
5,870
-333
309
$690K 0.01%
10,823
-164
310
$689K 0.01%
5,049
+153
311
$687K 0.01%
12,112
-484
312
$684K 0.01%
10,988
+3,718
313
$683K 0.01%
9,625
-52
314
$681K 0.01%
13,886
-163
315
$679K 0.01%
888
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316
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12,241
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317
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11,460
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318
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6,156
-2,711
319
$657K 0.01%
4,129
320
$654K 0.01%
4,039
-198
321
$643K 0.01%
16,771
-2,736
322
$641K 0.01%
5,922
+124
323
$640K 0.01%
1,303
-6
324
$639K 0.01%
17,613
-7,204
325
$636K 0.01%
56,857
+546
11 12
13
14 15