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
326
$612K 0.01%
11,168
+346
327
$610K 0.01%
7,497
+1,029
328
$607K 0.01%
6,080
+3,801
329
$593K 0.01%
46,217
-1,505
330
$592K 0.01%
28,284
-7,098
331
$591K 0.01%
25,346
+1,702
332
$589K 0.01%
2,834
-2
333
$585K 0.01%
19,278
+595
334
$584K 0.01%
2,509
-465
335
$579K 0.01%
15,014
+995
336
$579K 0.01%
12,556
+1,576
337
$573K 0.01%
3,237
-259
338
$571K 0.01%
3,237
+65
339
$569K 0.01%
3,807
+537
340
$568K 0.01%
15,307
-3,690
341
$566K 0.01%
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342
$564K 0.01%
21,638
+2,261
343
$563K 0.01%
12,445
-44
344
$561K 0.01%
8,584
+377
345
$559K 0.01%
3,013
+443
346
$554K 0.01%
8,307
+566
347
$551K 0.01%
1,880
+148
348
$545K 0.01%
4,503
-149
349
$540K 0.01%
4,329
350
$539K 0.01%
5,303
-37
12 13
14
15 16