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
326
$792K 0.01%
7,111
-775
327
$790K 0.01%
16,059
-1,233
328
$787K 0.01%
1,809
-156
329
$786K 0.01%
7,522
330
$786K 0.01%
3,873
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331
$783K 0.01%
9,010
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332
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36,974
-8,566
333
$780K 0.01%
17,965
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334
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3,430
335
$776K 0.01%
6,820
336
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8,363
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337
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8,999
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338
$767K 0.01%
11,209
-137
339
$764K 0.01%
29,554
340
$758K 0.01%
3,983
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341
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343
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15,583
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344
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+77,953
345
$737K 0.01%
42,422
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346
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2,540
-124
347
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24,723
+2,544
348
$709K 0.01%
4,341
+341
349
$707K 0.01%
13,251
+1,460
350
$698K 0.01%
10,764
-288
12 13
14
15 16