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
426
$369K 0.01%
5,424
+41
427
$368K 0.01%
4,657
+121
428
$365K 0.01%
3,532
+80
429
$364K 0.01%
336
-10
430
$362K 0.01%
6,343
-1,532
431
$361K 0.01%
3,375
432
$360K 0.01%
13,979
433
$358K 0.01%
5,644
+2,320
434
$357K 0.01%
4,577
+463
435
$356K 0.01%
22,750
-292
436
$354K 0.01%
6,296
+1,500
437
$353K 0.01%
12,008
-292
438
$351K 0.01%
4,014
-232
439
$349K 0.01%
6,342
+333
440
$348K 0.01%
3,616
+907
441
$347K 0.01%
7,675
-1,152
442
$347K 0.01%
16,467
-669
443
$345K 0.01%
6,402
-364
444
$345K 0.01%
10,483
+1,448
445
$343K 0.01%
40,348
+1,210
446
$340K 0.01%
+647
447
$332K 0.01%
7,043
+639
448
$332K 0.01%
7,562
-300
449
$330K 0.01%
2,569
-171
450
$327K 0.01%
4,082
-532
16 17
18
19 20