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
476
$289K 0.01%
8,633
477
$289K 0.01%
20,000
478
$287K 0.01%
4,178
-96
479
$282K 0.01%
1,404
480
$282K 0.01%
4,351
481
$279K 0.01%
12,642
-48
482
$279K 0.01%
4,614
-235
483
$279K 0.01%
+2,140
484
$278K 0.01%
+4,824
485
$276K 0.01%
5,612
+222
486
$275K 0.01%
2,325
-22
487
$275K 0.01%
5,922
488
$275K 0.01%
10,200
489
$274K 0.01%
5,105
-85
490
$274K 0.01%
15,860
-1,092
491
$274K 0.01%
+1,194
492
$271K 0.01%
4,897
493
$268K 0.01%
7,147
494
$265K 0.01%
1,094
+266
495
$263K 0.01%
12,810
-11,045
496
$261K 0.01%
2,049
-150
497
$261K 0.01%
8,925
-100
498
$260K 0.01%
+3,644
499
$258K 0.01%
5,600
500
$258K 0.01%
31,910
-239
18 19
20
21 22