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
551
$213K ﹤0.01%
1,645
+45
552
$212K ﹤0.01%
10,483
+328
553
$212K ﹤0.01%
3,272
-168
554
$211K ﹤0.01%
4,824
-7
555
$211K ﹤0.01%
4,413
+32
556
$211K ﹤0.01%
2,832
-392
557
$210K ﹤0.01%
483
-25
558
$210K ﹤0.01%
3,509
+409
559
$209K ﹤0.01%
+9,933
560
$206K ﹤0.01%
5,203
-4
561
$206K ﹤0.01%
1,871
+79
562
$206K ﹤0.01%
+8,384
563
$205K ﹤0.01%
957
+50
564
$205K ﹤0.01%
2,059
-13
565
$204K ﹤0.01%
+1,557
566
$204K ﹤0.01%
9,378
-450
567
$203K ﹤0.01%
5,006
568
$203K ﹤0.01%
7,114
-121
569
$202K ﹤0.01%
+1,460
570
$200K ﹤0.01%
7,727
-280
571
$188K ﹤0.01%
6,682
+331
572
$178K ﹤0.01%
14,874
+190
573
$175K ﹤0.01%
25,247
574
$168K ﹤0.01%
+20,726
575
$162K ﹤0.01%
13,697
+30
21 22
23
24 25