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
451
$436K 0.01%
7,666
-304
452
$436K 0.01%
3,325
-353
453
$426K 0.01%
8,786
-138
454
$425K 0.01%
17,034
+1,170
455
$425K 0.01%
13,356
-4
456
$424K 0.01%
5,889
+451
457
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4,200
+13
458
$415K 0.01%
3,284
+130
459
$414K 0.01%
5,070
+146
460
$414K 0.01%
5,508
-5,763
461
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37,583
+1,417
462
$408K 0.01%
6,255
+58
463
$406K 0.01%
6,001
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464
$405K 0.01%
1,504
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465
$404K 0.01%
7,550
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466
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467
$400K 0.01%
2,139
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468
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6,700
469
$399K 0.01%
3,991
470
$397K 0.01%
6,461
-442
471
$397K 0.01%
14,746
+312
472
$393K 0.01%
3,631
-94
473
$393K 0.01%
18,500
474
$393K 0.01%
4,314
-249
475
$392K 0.01%
5,264
-49
17 18
19
20 21