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
351
$692K 0.01%
2,136
+1,287
352
$691K 0.01%
10,132
+2
353
$691K 0.01%
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18,550
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356
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20,705
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357
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2,477
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358
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602
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359
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8,680
360
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12,952
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361
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9,994
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362
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22,513
-1,207
363
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4,949
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364
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34,506
+2,166
365
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3,203
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366
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14,269
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368
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1,432
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369
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3,616
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370
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10,785
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371
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5,189
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372
$624K 0.01%
9,052
+343
373
$623K 0.01%
8,918
-1,240
374
$623K 0.01%
10,000
375
$622K 0.01%
8,248
-265
13 14
15
16 17