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
376
$619K 0.01%
10,710
377
$618K 0.01%
5,228
+1,184
378
$618K 0.01%
956
-62
379
$615K 0.01%
18,550
+292
380
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16,931
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381
$612K 0.01%
8,455
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382
$609K 0.01%
8,433
-140
383
$607K 0.01%
5,262
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384
$602K 0.01%
2,892
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385
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19,125
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386
$592K 0.01%
50,091
387
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1,822
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388
$588K 0.01%
20,858
389
$582K 0.01%
21,545
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390
$580K 0.01%
3,712
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391
$578K 0.01%
10,600
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392
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393
$571K 0.01%
9,630
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394
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31,048
-55
395
$560K 0.01%
5,977
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396
$556K 0.01%
3,702
397
$554K 0.01%
45,371
-785
398
$554K 0.01%
16,431
+5,991
399
$553K 0.01%
1,461
-80
400
$552K 0.01%
5,221
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14 15
16
17 18