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
576
$248K ﹤0.01%
4,578
+295
577
$247K ﹤0.01%
2,008
-132
578
$245K ﹤0.01%
1,935
+10
579
$245K ﹤0.01%
4,439
+189
580
$243K ﹤0.01%
10,304
-334
581
$241K ﹤0.01%
+3,543
582
$241K ﹤0.01%
4,156
-862
583
$241K ﹤0.01%
2,396
-15
584
$240K ﹤0.01%
5,123
585
$239K ﹤0.01%
2,314
-106
586
$239K ﹤0.01%
4,373
587
$236K ﹤0.01%
16,112
-5,130
588
$235K ﹤0.01%
9,916
+79
589
$235K ﹤0.01%
5,170
+45
590
$234K ﹤0.01%
2,681
-48
591
$233K ﹤0.01%
744
+8
592
$233K ﹤0.01%
3,426
+64
593
$233K ﹤0.01%
14,446
+46
594
$232K ﹤0.01%
1,629
+37
595
$232K ﹤0.01%
6,793
-138
596
$232K ﹤0.01%
2,452
+160
597
$231K ﹤0.01%
3,167
+208
598
$230K ﹤0.01%
6,938
+48
599
$230K ﹤0.01%
501
+30
600
$230K ﹤0.01%
10,200
22 23
24
25 26