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
351
$538K 0.01%
8,950
+324
352
$538K 0.01%
5,175
-117
353
$537K 0.01%
2,592
+2
354
$534K 0.01%
+25,095
355
$529K 0.01%
6,361
+179
356
$527K 0.01%
9,938
+19
357
$527K 0.01%
3,529
+27
358
$524K 0.01%
8,527
-4,450
359
$524K 0.01%
3,620
+198
360
$523K 0.01%
11,769
+5,028
361
$521K 0.01%
32,757
-2,190
362
$520K 0.01%
3,656
-385
363
$517K 0.01%
9,631
+803
364
$515K 0.01%
8,635
+289
365
$510K 0.01%
5,305
-496
366
$510K 0.01%
8,393
-94
367
$505K 0.01%
16,800
+1,400
368
$498K 0.01%
7,527
+4,060
369
$496K 0.01%
4,312
+28
370
$496K 0.01%
4,639
+211
371
$495K 0.01%
8,501
+179
372
$493K 0.01%
11,830
+137
373
$492K 0.01%
16,183
-69
374
$491K 0.01%
7,180
+1,149
375
$490K 0.01%
17,711
-10,867
13 14
15
16 17