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
476
$390K 0.01%
265
+9
477
$389K 0.01%
21,271
-858
478
$387K 0.01%
7,827
-409
479
$386K 0.01%
+8,959
480
$384K 0.01%
6,663
-805
481
$383K 0.01%
5,546
+301
482
$381K 0.01%
6,527
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483
$380K 0.01%
+6,713
484
$378K 0.01%
858
485
$378K 0.01%
32,646
-13,795
486
$377K 0.01%
4,798
-34
487
$375K 0.01%
5,685
+42
488
$375K 0.01%
+10,020
489
$374K 0.01%
10,123
490
$374K 0.01%
7,484
-994
491
$372K 0.01%
4,211
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492
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2,228
-1,817
493
$370K 0.01%
333
-18
494
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12,596
495
$370K 0.01%
8,957
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496
$369K 0.01%
4,562
497
$368K 0.01%
3,859
-615
498
$367K 0.01%
3,252
+42
499
$355K 0.01%
14,064
500
$354K 0.01%
4,750
-18
18 19
20
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