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
26
$40.3M 0.57%
355,949
+15,385
27
$37.8M 0.54%
107,934
+1,482
28
$35.2M 0.5%
269,266
+217
29
$34.7M 0.49%
1,459,717
+403,888
30
$33.9M 0.48%
212,337
+7,471
31
$31.1M 0.44%
835,520
32
$31.1M 0.44%
72,774
+4,606
33
$31M 0.44%
225,089
-21,571
34
$30.6M 0.43%
231,707
+6,449
35
$30.5M 0.43%
208,762
+4,715
36
$29.8M 0.42%
556,594
+11,908
37
$28.1M 0.4%
105,629
-982
38
$27.1M 0.38%
480,636
-404
39
$25.4M 0.36%
347,015
-16,746
40
$25.4M 0.36%
313,482
+16,028
41
$24.5M 0.35%
625,665
+26,562
42
$23.4M 0.33%
59,654
+2,199
43
$23.3M 0.33%
198,016
-3,785
44
$22.9M 0.32%
91,670
-2,937
45
$22.3M 0.32%
472,171
+1,964
46
$21.9M 0.31%
212,648
+6,332
47
$21.4M 0.3%
91,160
+200
48
$20.4M 0.29%
902,826
+41,711
49
$17.7M 0.25%
90,078
-318
50
$17.6M 0.25%
113,379
-2,790
1
2
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