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
401
$417K 0.01%
23,361
402
$413K 0.01%
21,180
+4,779
403
$410K 0.01%
24,528
-6,434
404
$410K 0.01%
5,114
+194
405
$409K 0.01%
3,713
-57
406
$408K 0.01%
7,193
-142
407
$403K 0.01%
6,073
+50
408
$403K 0.01%
1,583
+580
409
$400K 0.01%
2,742
-99
410
$398K 0.01%
2,348
411
$396K 0.01%
5,369
-44
412
$395K 0.01%
37,854
+387
413
$395K 0.01%
20,000
414
$394K 0.01%
269
415
$391K 0.01%
3,058
-7
416
$390K 0.01%
6,404
+573
417
$384K 0.01%
1,129
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418
$383K 0.01%
743
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419
$382K 0.01%
12,530
-76
420
$381K 0.01%
9,115
+2,061
421
$380K 0.01%
850
-274
422
$378K 0.01%
2,721
+70
423
$377K 0.01%
10,972
424
$366K 0.01%
6,600
+66
425
$364K 0.01%
6,543
-48
15 16
17
18 19