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
426
$356K 0.01%
6,306
427
$350K 0.01%
7,147
428
$349K 0.01%
15,860
429
$349K 0.01%
5,170
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430
$348K 0.01%
1,693
-284
431
$347K 0.01%
+4,186
432
$346K 0.01%
+5,603
433
$346K 0.01%
5,283
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434
$345K 0.01%
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435
$344K 0.01%
+7,013
436
$344K 0.01%
4,349
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437
$343K 0.01%
4,490
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438
$343K 0.01%
10,931
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439
$342K 0.01%
1,599
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440
$341K 0.01%
3,189
+120
441
$338K 0.01%
4,356
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442
$337K 0.01%
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443
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3,700
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444
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+5,932
445
$334K 0.01%
8,869
446
$333K 0.01%
1,277
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447
$331K 0.01%
1,383
+13
448
$328K 0.01%
13,326
-1,295
449
$328K 0.01%
5,407
+511
450
$327K 0.01%
6,499
+3,064
16 17
18
19 20