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
476
$293K 0.01%
1,404
477
$291K 0.01%
653
-1
478
$289K 0.01%
24,429
479
$288K 0.01%
2,692
-37
480
$288K 0.01%
+6,982
481
$287K 0.01%
3,727
+882
482
$287K 0.01%
2,425
+66
483
$286K 0.01%
4,558
+79
484
$286K 0.01%
1,209
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485
$285K 0.01%
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486
$283K 0.01%
+4,968
487
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982
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488
$278K 0.01%
8,975
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489
$277K 0.01%
5,995
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490
$276K 0.01%
5,338
491
$276K 0.01%
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492
$275K 0.01%
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493
$274K 0.01%
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494
$273K 0.01%
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495
$273K 0.01%
+7,760
496
$270K 0.01%
2,703
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497
$270K 0.01%
7,303
-6
498
$270K 0.01%
30,876
-4
499
$268K 0.01%
7,453
+1,714
500
$265K 0.01%
4,003
+16
18 19
20
21 22