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
376
$481K 0.01%
16,352
+680
377
$469K 0.01%
8,172
+1,353
378
$467K 0.01%
2,821
-404
379
$464K 0.01%
5,268
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380
$460K 0.01%
3,427
+1,445
381
$460K 0.01%
5,717
+225
382
$458K 0.01%
21,431
-753
383
$458K 0.01%
3,495
+27
384
$456K 0.01%
6,218
+609
385
$450K 0.01%
7,821
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386
$448K 0.01%
3,739
-356
387
$447K 0.01%
3,739
+575
388
$446K 0.01%
13,979
+225
389
$440K 0.01%
5,236
+6
390
$437K 0.01%
2,538
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391
$436K 0.01%
7,372
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392
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3,382
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393
$435K 0.01%
19,521
-2,274
394
$428K 0.01%
9,399
+1,441
395
$427K 0.01%
4,883
+345
396
$422K 0.01%
36,681
+558
397
$421K 0.01%
2,666
-1,767
398
$421K 0.01%
4,142
-175
399
$418K 0.01%
16,025
-872
400
$418K 0.01%
10,067
+114
14 15
16
17 18