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
501
$262K 0.01%
4,399
-447
502
$262K 0.01%
+3,907
503
$261K 0.01%
8,149
504
$261K 0.01%
5,688
-1,000
505
$261K 0.01%
10,200
506
$260K 0.01%
2,420
-614
507
$260K 0.01%
7,427
-691
508
$259K 0.01%
3,138
+85
509
$255K 0.01%
4,971
+55
510
$254K 0.01%
4,065
+12
511
$253K 0.01%
5,839
+149
512
$252K 0.01%
+3,596
513
$252K 0.01%
4,351
514
$251K ﹤0.01%
5,123
515
$251K ﹤0.01%
+7,312
516
$250K ﹤0.01%
30,953
-200
517
$249K ﹤0.01%
5,335
+870
518
$248K ﹤0.01%
+9,875
519
$247K ﹤0.01%
+2,094
520
$247K ﹤0.01%
3,993
521
$245K ﹤0.01%
+120
522
$241K ﹤0.01%
370
+7
523
$241K ﹤0.01%
2,410
+275
524
$239K ﹤0.01%
5,209
-91
525
$239K ﹤0.01%
1,865
+195
19 20
21
22 23