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
326
$634K 0.01%
10,154
+37
327
$624K 0.01%
3,707
+154
328
$622K 0.01%
18,227
-372
329
$621K 0.01%
3,367
-210
330
$616K 0.01%
+76,949
331
$610K 0.01%
16,220
332
$609K 0.01%
18,882
+1,581
333
$609K 0.01%
+13,335
334
$608K 0.01%
27,000
335
$604K 0.01%
7,215
-61
336
$600K 0.01%
8,317
+231
337
$599K 0.01%
1,813
+132
338
$597K 0.01%
3,659
+852
339
$586K 0.01%
7,726
340
$576K 0.01%
4,606
-1,878
341
$574K 0.01%
10,746
-1,090
342
$574K 0.01%
12,431
-126
343
$572K 0.01%
5,696
+2,398
344
$571K 0.01%
3,351
-269
345
$565K 0.01%
10,571
-416
346
$564K 0.01%
5,819
347
$562K 0.01%
9,788
-41
348
$555K 0.01%
7,913
-161
349
$553K 0.01%
3,341
+74
350
$548K 0.01%
8,262
+604
12 13
14
15 16