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
301
$709K 0.01%
5,317
-596
302
$699K 0.01%
2,253
-96
303
$694K 0.01%
30,265
-133
304
$692K 0.01%
27,000
305
$691K 0.01%
6,444
+1,008
306
$687K 0.01%
1,248
+73
307
$686K 0.01%
14,625
+465
308
$668K 0.01%
2,652
+113
309
$665K 0.01%
5,107
+216
310
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7,522
311
$659K 0.01%
14,966
312
$658K 0.01%
13,859
+196
313
$653K 0.01%
4,405
-27
314
$651K 0.01%
50,091
315
$641K 0.01%
34,277
+5,136
316
$633K 0.01%
22,820
-1,085
317
$628K 0.01%
7,665
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318
$627K 0.01%
6,849
-1,559
319
$627K 0.01%
4,607
-169
320
$626K 0.01%
56,782
+1,413
321
$623K 0.01%
7,239
+541
322
$621K 0.01%
76,949
323
$619K 0.01%
25,668
+1,768
324
$618K 0.01%
5,509
-2
325
$615K 0.01%
+30,074
11 12
13
14 15