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
26
$28.9M 0.57%
64,059
+4,071
27
$27.5M 0.54%
99,146
+5,446
28
$26.6M 0.52%
506,603
-34,115
29
$26.1M 0.52%
410,712
+104,055
30
$24.3M 0.48%
85,034
+2,114
31
$22.5M 0.44%
377,254
+38,743
32
$20.7M 0.41%
191,139
+2,278
33
$20.2M 0.4%
136,727
+16,950
34
$19.9M 0.39%
79,436
+15,323
35
$19.8M 0.39%
122,048
-2,648
36
$18.8M 0.37%
171,188
-30,211
37
$16.9M 0.33%
47,085
-1,854
38
$16.3M 0.32%
328,851
+1,901
39
$16.2M 0.32%
258,271
+70,226
40
$15.3M 0.3%
31,228
+1,203
41
$14.6M 0.29%
304,177
+11,115
42
$14M 0.28%
251,982
+105,812
43
$13.9M 0.27%
224,620
-806
44
$13.9M 0.27%
174,141
+27,649
45
$13.4M 0.26%
410,285
-59,592
46
$13.4M 0.26%
171,391
+23,280
47
$13.1M 0.26%
158,451
-89,970
48
$12.9M 0.25%
159,335
+129,136
49
$12.9M 0.25%
72,579
+2,260
50
$12.5M 0.25%
149,701
+60,279
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