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
501
$256K 0.01%
1,651
+1
502
$254K 0.01%
2,557
+312
503
$253K 0.01%
+6,174
504
$253K 0.01%
3,835
+71
505
$250K 0.01%
2,787
506
$250K 0.01%
9,864
-2,313
507
$249K 0.01%
1,829
-47
508
$249K 0.01%
+5,078
509
$248K 0.01%
10,972
510
$246K 0.01%
2,108
+256
511
$242K ﹤0.01%
4,241
+31
512
$242K ﹤0.01%
1,204
513
$241K ﹤0.01%
283
514
$240K ﹤0.01%
4,170
+230
515
$236K ﹤0.01%
13,965
-24
516
$236K ﹤0.01%
2,215
+274
517
$234K ﹤0.01%
5,400
+52
518
$233K ﹤0.01%
4,035
519
$232K ﹤0.01%
+13,928
520
$232K ﹤0.01%
639
521
$231K ﹤0.01%
4,636
-721
522
$228K ﹤0.01%
4,500
-250
523
$228K ﹤0.01%
657
+4
524
$226K ﹤0.01%
10,408
525
$226K ﹤0.01%
+7,888
19 20
21
22 23