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
451
$323K 0.01%
6,700
452
$321K 0.01%
+6,340
453
$320K 0.01%
1,850
454
$319K 0.01%
5,821
-160
455
$319K 0.01%
8,416
+433
456
$319K 0.01%
6,854
+144
457
$317K 0.01%
760
458
$316K 0.01%
2,901
+175
459
$316K 0.01%
3,752
+60
460
$315K 0.01%
6,920
-32
461
$314K 0.01%
7,496
+596
462
$314K 0.01%
5,088
-275
463
$313K 0.01%
30,243
-20,401
464
$303K 0.01%
2,592
-463
465
$302K 0.01%
25,167
-3,906
466
$302K 0.01%
623
+31
467
$302K 0.01%
3,146
+102
468
$301K 0.01%
1,773
-105
469
$300K 0.01%
14,971
+1,460
470
$299K 0.01%
10,610
+7
471
$299K 0.01%
14,282
472
$296K 0.01%
5,570
+174
473
$293K 0.01%
8,154
+429
474
$291K 0.01%
3,253
+874
475
$290K 0.01%
9,978
+2,969
17 18
19
20 21