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
401
$420K 0.01%
1,877
-1
402
$419K 0.01%
7,664
+289
403
$417K 0.01%
3,781
-279
404
$414K 0.01%
7,245
-371
405
$413K 0.01%
5,557
+81
406
$411K 0.01%
4,562
+77
407
$406K 0.01%
3,097
-33
408
$406K 0.01%
3,271
409
$406K 0.01%
3,262
410
$405K 0.01%
5,449
-14,891
411
$401K 0.01%
4,765
+516
412
$397K 0.01%
811
+4
413
$396K 0.01%
3,116
-220
414
$394K 0.01%
184
415
$394K 0.01%
5,254
-14
416
$392K 0.01%
2,754
-270
417
$382K 0.01%
12,037
-886
418
$380K 0.01%
5,795
+685
419
$379K 0.01%
15,854
-127
420
$378K 0.01%
1,306
+44
421
$377K 0.01%
32,438
422
$375K 0.01%
3,476
-92
423
$375K 0.01%
1,850
+89
424
$371K 0.01%
22,043
+7,635
425
$370K 0.01%
19,393
+2,798
15 16
17
18 19