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
401
$552K 0.01%
798
-69
402
$552K 0.01%
5,817
+67
403
$550K 0.01%
7,041
-380
404
$546K 0.01%
4,244
-167
405
$546K 0.01%
6,063
406
$535K 0.01%
10,449
+2,264
407
$528K 0.01%
10,384
-9,698
408
$527K 0.01%
24,428
-3,229
409
$526K 0.01%
7,898
410
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1,510
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411
$515K 0.01%
+1,508
412
$514K 0.01%
2,955
-168
413
$512K 0.01%
5,453
+205
414
$507K 0.01%
22,474
-4,448
415
$507K 0.01%
5,572
+660
416
$504K 0.01%
4,492
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417
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3,541
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418
$497K 0.01%
8,896
-593
419
$496K 0.01%
37,642
+66
420
$487K 0.01%
22,010
+12,696
421
$485K 0.01%
7,122
-16
422
$484K 0.01%
3,377
-806
423
$478K 0.01%
3,750
-1,792
424
$478K 0.01%
29,878
+5,215
425
$478K 0.01%
20,100
-7,241
15 16
17
18 19