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
526
$239K ﹤0.01%
5,221
527
$238K ﹤0.01%
+6,824
528
$237K ﹤0.01%
4,054
-452
529
$236K ﹤0.01%
2,775
-100
530
$236K ﹤0.01%
9,116
+447
531
$235K ﹤0.01%
3,029
-1,409
532
$232K ﹤0.01%
21,546
-2,894
533
$232K ﹤0.01%
4,548
534
$232K ﹤0.01%
1,184
535
$231K ﹤0.01%
24,418
+13,406
536
$227K ﹤0.01%
5,250
537
$226K ﹤0.01%
3,760
+144
538
$224K ﹤0.01%
16,690
+102
539
$224K ﹤0.01%
7,388
+75
540
$224K ﹤0.01%
1,662
-822
541
$220K ﹤0.01%
+10,215
542
$219K ﹤0.01%
1,275
-935
543
$219K ﹤0.01%
649
+1
544
$219K ﹤0.01%
1,464
+14
545
$218K ﹤0.01%
1,653
-702
546
$218K ﹤0.01%
20,072
+1,049
547
$217K ﹤0.01%
+5,516
548
$217K ﹤0.01%
3,808
+57
549
$216K ﹤0.01%
4,340
550
$214K ﹤0.01%
+6,876
20 21
22
23 24