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
551
$205K ﹤0.01%
+6,948
552
$203K ﹤0.01%
16,234
-591
553
$202K ﹤0.01%
+1,530
554
$202K ﹤0.01%
11,888
+53
555
$191K ﹤0.01%
22,411
+2,875
556
$189K ﹤0.01%
17,003
+151
557
$171K ﹤0.01%
30,953
558
$157K ﹤0.01%
+14,124
559
$156K ﹤0.01%
+23,000
560
$154K ﹤0.01%
+25,313
561
$153K ﹤0.01%
27,869
+69
562
$153K ﹤0.01%
30,907
+31
563
$139K ﹤0.01%
+12,262
564
$134K ﹤0.01%
18,402
+7,852
565
$127K ﹤0.01%
26,099
+325
566
$126K ﹤0.01%
+19,035
567
$122K ﹤0.01%
+10,747
568
$107K ﹤0.01%
19,424
+9,190
569
$106K ﹤0.01%
+21,906
570
$102K ﹤0.01%
14,485
+3,228
571
$102K ﹤0.01%
46,301
+26,909
572
$91K ﹤0.01%
10,785
573
$90K ﹤0.01%
3,533
-267
574
$87K ﹤0.01%
23,002
+2,396
575
$84K ﹤0.01%
+16,750
21 22
23
24 25