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
351
$542K 0.01%
4,893
+7
352
$540K 0.01%
17,523
-196
353
$535K 0.01%
7,346
354
$531K 0.01%
4,016
-191
355
$528K 0.01%
10,123
-4,037
356
$528K 0.01%
+7,968
357
$527K 0.01%
5,059
-2
358
$526K 0.01%
14,316
+5,098
359
$524K 0.01%
16,550
+1,000
360
$524K 0.01%
1,958
-47
361
$522K 0.01%
7,537
+958
362
$519K 0.01%
+38,237
363
$511K 0.01%
9,460
+1,117
364
$511K 0.01%
3,347
+289
365
$509K 0.01%
345
-1
366
$508K 0.01%
3,371
367
$505K 0.01%
3,400
+228
368
$500K 0.01%
7,111
+283
369
$499K 0.01%
4,256
+178
370
$499K 0.01%
3,639
+98
371
$498K 0.01%
5,540
-197
372
$498K 0.01%
2,689
-461
373
$493K 0.01%
7,586
374
$489K 0.01%
8,068
+830
375
$487K 0.01%
4,478
-555
13 14
15
16 17