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
576
$141K ﹤0.01%
11,475
577
$123K ﹤0.01%
+10,947
578
$122K ﹤0.01%
+7,246
579
$115K ﹤0.01%
50,000
580
$94K ﹤0.01%
13,710
581
$92K ﹤0.01%
4,167
-1,166
582
$92K ﹤0.01%
19,847
+4,414
583
$80K ﹤0.01%
4,060
584
$67K ﹤0.01%
3,189
585
$53K ﹤0.01%
17,720
+5,000
586
$53K ﹤0.01%
1
587
$51K ﹤0.01%
+14,000
588
$51K ﹤0.01%
71
589
– –
0
590
$42K ﹤0.01%
75,334
591
$41K ﹤0.01%
+15,650
592
$41K ﹤0.01%
800
+133
593
$36K ﹤0.01%
20,606
594
$21K ﹤0.01%
13,234
595
$9K ﹤0.01%
15
596
$6K ﹤0.01%
1,235
597
$5K ﹤0.01%
33
598
– –
-19,175
599
– –
-13,525
600
– –
-20,209
22 23
24
25 26