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
376
$487K 0.01%
10,280
+25
377
$486K 0.01%
11,117
+490
378
$485K 0.01%
+10,642
379
$483K 0.01%
11,460
380
$475K 0.01%
8,461
-1,059
381
$468K 0.01%
18,765
-4,862
382
$467K 0.01%
993
+76
383
$465K 0.01%
+29,922
384
$464K 0.01%
10,123
385
$463K 0.01%
3,659
386
$461K 0.01%
10,494
-245
387
$454K 0.01%
5,978
388
$451K 0.01%
5,262
+108
389
$448K 0.01%
9,275
+11
390
$446K 0.01%
6,508
+441
391
$445K 0.01%
4,260
+244
392
$444K 0.01%
7,144
-231
393
$443K 0.01%
2,436
+289
394
$440K 0.01%
38,255
-1,860
395
$440K 0.01%
10,037
-428
396
$435K 0.01%
1,433
-111
397
$434K 0.01%
15,205
-341
398
$425K 0.01%
5,889
+60
399
$422K 0.01%
5,578
-458
400
$421K 0.01%
8,408
-623
14 15
16
17 18