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
26
$26.5M 0.54%
258,106
-33,872
27
$26M 0.53%
72,842
+1,463
28
$25M 0.51%
545,916
+104,124
29
$24.5M 0.5%
503,197
+11,611
30
$24.3M 0.5%
91,596
+41,856
31
$24.1M 0.49%
177,984
-4,195
32
$21.7M 0.44%
103,016
+3,029
33
$21.7M 0.44%
225,376
+3,596
34
$21.6M 0.44%
594,583
+187,716
35
$20.8M 0.42%
488,485
-15,405
36
$20.5M 0.42%
309,570
+48,269
37
$19.2M 0.39%
91,737
+5,214
38
$18M 0.37%
91,313
-245
39
$17.9M 0.36%
220,093
+9,908
40
$17.4M 0.35%
403,918
+97,311
41
$16.9M 0.35%
211,083
+2,277
42
$16.4M 0.33%
344,458
+82,050
43
$15.7M 0.32%
116,421
-6,771
44
$15.7M 0.32%
518,574
+13,126
45
$15.5M 0.32%
177,055
+15,703
46
$15.2M 0.31%
37,881
+1,059
47
$14.5M 0.3%
396,938
+21,066
48
$14M 0.29%
85,603
-2,730
49
$12.6M 0.26%
93,995
+82
50
$12.5M 0.26%
246,164
+138,004
1
2
3 4 5