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
551
$270K ﹤0.01%
2,403
-120
552
$269K ﹤0.01%
8,843
-1,177
553
$268K ﹤0.01%
6,654
554
$268K ﹤0.01%
2,190
-209
555
$267K ﹤0.01%
7,942
+1,621
556
$266K ﹤0.01%
684
-41
557
$266K ﹤0.01%
4,808
+395
558
$264K ﹤0.01%
2,979
-563
559
$263K ﹤0.01%
2,042
+20
560
$261K ﹤0.01%
15,771
+2,664
561
$260K ﹤0.01%
11,962
-972
562
$258K ﹤0.01%
2,368
+8
563
$258K ﹤0.01%
2,119
+674
564
$257K ﹤0.01%
1,536
-198
565
$255K ﹤0.01%
1,916
-46
566
$254K ﹤0.01%
+23,036
567
$254K ﹤0.01%
10,453
-3,788
568
$254K ﹤0.01%
4,591
+112
569
$253K ﹤0.01%
1,717
-2
570
$253K ﹤0.01%
4,861
571
$252K ﹤0.01%
100,000
572
$250K ﹤0.01%
791
+44
573
$248K ﹤0.01%
16,218
574
$248K ﹤0.01%
1,664
-316
575
$248K ﹤0.01%
421
+27
21 22
23
24 25