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
601
$8K ﹤0.01%
667
+334
602
$7K ﹤0.01%
1,772
603
$7K ﹤0.01%
400
604
$7K ﹤0.01%
1
605
– –
0
606
– –
0
607
$5K ﹤0.01%
61
+46
608
$1K ﹤0.01%
33
609
– –
-10,299
610
– –
-727
611
– –
-10,000
612
– –
-6,490
613
– –
-5,354
614
– –
-2,076
615
– –
-1,335
616
– –
-4,664
617
– –
-4,490
618
– –
-4,373
619
– –
-1,997
620
– –
-1,000
621
– –
-8,838
622
– –
-9,538
623
– –
-6,296
624
– –
-24,429
625
– –
-5,503
22 23 24
25
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