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
501
$354K 0.01%
6,405
-24
502
$353K 0.01%
726
-10
503
$350K 0.01%
2,176
+46
504
$350K 0.01%
9,872
-1,187
505
$345K ﹤0.01%
3,205
-937
506
$344K ﹤0.01%
5,400
507
$343K ﹤0.01%
16,190
508
$342K ﹤0.01%
1,670
-70
509
$336K ﹤0.01%
4,814
-261
510
$334K ﹤0.01%
2,961
-66
511
$333K ﹤0.01%
11,343
+399
512
$321K ﹤0.01%
7,910
+305
513
$318K ﹤0.01%
31,214
+52
514
$318K ﹤0.01%
3,832
+14
515
$315K ﹤0.01%
683
-25
516
$315K ﹤0.01%
8,603
+140
517
$315K ﹤0.01%
1,508
+593
518
$313K ﹤0.01%
8,965
+549
519
$312K ﹤0.01%
1,145
+89
520
$310K ﹤0.01%
2,219
-71
521
$306K ﹤0.01%
3,094
+472
522
$305K ﹤0.01%
14,292
523
$301K ﹤0.01%
27,462
+507
524
$300K ﹤0.01%
+11,199
525
$298K ﹤0.01%
2,082
+6
19 20
21
22 23