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
526
$298K ﹤0.01%
8,932
+1,558
527
$296K ﹤0.01%
7,903
528
$294K ﹤0.01%
5,526
-400
529
$293K ﹤0.01%
8,350
-500
530
$290K ﹤0.01%
4,318
+33
531
$289K ﹤0.01%
3,701
-433
532
$288K ﹤0.01%
5,055
-50
533
$287K ﹤0.01%
1,995
+306
534
$286K ﹤0.01%
4,879
-127
535
$286K ﹤0.01%
+14,872
536
$285K ﹤0.01%
5,388
-38
537
$285K ﹤0.01%
5,313
+491
538
$283K ﹤0.01%
732
-50
539
$283K ﹤0.01%
4,796
-1,799
540
$281K ﹤0.01%
1,737
+13
541
$280K ﹤0.01%
2,301
+305
542
$279K ﹤0.01%
4,637
+1,055
543
$277K ﹤0.01%
3,026
-1,242
544
$277K ﹤0.01%
+2,750
545
$277K ﹤0.01%
4,350
+10
546
$276K ﹤0.01%
4,285
+40
547
$273K ﹤0.01%
2,201
548
$272K ﹤0.01%
3,535
+12
549
$271K ﹤0.01%
4,666
+451
550
$270K ﹤0.01%
760
20 21
22
23 24