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
301
$941K 0.01%
4,118
+19
302
$927K 0.01%
14,614
+9,204
303
$917K 0.01%
8,197
-446
304
$912K 0.01%
12,285
+15
305
$912K 0.01%
15,045
+75
306
$899K 0.01%
33,249
+56
307
$892K 0.01%
29,574
-3,302
308
$886K 0.01%
11,305
-426
309
$884K 0.01%
12,663
-3,953
310
$881K 0.01%
8,081
-246
311
$879K 0.01%
23,260
-178
312
$877K 0.01%
8,239
+422
313
$876K 0.01%
62,460
+325
314
$875K 0.01%
7,280
-192
315
$875K 0.01%
34,056
+13,451
316
$854K 0.01%
14,925
+231
317
$850K 0.01%
9,563
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318
$845K 0.01%
31,000
319
$834K 0.01%
10,245
320
$833K 0.01%
2,527
+127
321
$824K 0.01%
6,252
+354
322
$823K 0.01%
12,855
-1,502
323
$818K 0.01%
+30,650
324
$806K 0.01%
1,853
-21
325
$799K 0.01%
20,633
+3,963
11 12
13
14 15