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
576
$69K ﹤0.01%
13,710
577
$67K ﹤0.01%
20,789
-1,760
578
$64K ﹤0.01%
+27,106
579
$63K ﹤0.01%
7,246
580
$60K ﹤0.01%
4,667
+607
581
$59K ﹤0.01%
+13,266
582
$57K ﹤0.01%
50,000
583
$57K ﹤0.01%
33,415
584
$51K ﹤0.01%
28,694
-21,452
585
$48K ﹤0.01%
75,334
586
$46K ﹤0.01%
11,741
-382
587
$44K ﹤0.01%
+11,806
588
$44K ﹤0.01%
+10,313
589
$44K ﹤0.01%
71
590
$39K ﹤0.01%
+13,895
591
$37K ﹤0.01%
1,349
592
$34K ﹤0.01%
17,720
-11
593
$33K ﹤0.01%
14,000
594
$31K ﹤0.01%
+13,371
595
$28K ﹤0.01%
+10,000
596
$26K ﹤0.01%
12,354
597
$24K ﹤0.01%
20,606
598
$22K ﹤0.01%
13,234
599
$20K ﹤0.01%
3,189
600
$9K ﹤0.01%
+226
22 23
24
25 26