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
451
$322K 0.01%
4,897
452
$322K 0.01%
5,190
453
$320K 0.01%
1,527
+27
454
$319K 0.01%
8,242
-1,923
455
$318K 0.01%
2,787
456
$318K 0.01%
4,498
+93
457
$318K 0.01%
2,017
+247
458
$318K 0.01%
2,789
+190
459
$313K 0.01%
3,493
+74
460
$313K 0.01%
2,547
+600
461
$313K 0.01%
10,352
462
$311K 0.01%
2,296
-239
463
$310K 0.01%
638
+55
464
$308K 0.01%
26,514
465
$307K 0.01%
2,168
-196
466
$304K 0.01%
1,603
-445
467
$304K 0.01%
3,445
+253
468
$303K 0.01%
+6,095
469
$302K 0.01%
1,486
-38
470
$302K 0.01%
10,408
471
$301K 0.01%
4,353
-2
472
$300K 0.01%
2,740
+414
473
$300K 0.01%
31,949
+910
474
$300K 0.01%
3,350
-272
475
$297K 0.01%
+5,414
17 18
19
20 21