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
601
$228K ﹤0.01%
+5,180
602
$228K ﹤0.01%
4,609
+333
603
$228K ﹤0.01%
3,666
-438
604
$228K ﹤0.01%
7,811
-347
605
$227K ﹤0.01%
3,198
+400
606
$226K ﹤0.01%
+2,332
607
$225K ﹤0.01%
2,283
+13
608
$225K ﹤0.01%
5,250
609
$224K ﹤0.01%
8,921
+42
610
$224K ﹤0.01%
4,838
-64
611
$222K ﹤0.01%
3,278
+118
612
$221K ﹤0.01%
1,522
613
$220K ﹤0.01%
1,222
+121
614
$218K ﹤0.01%
+6,870
615
$217K ﹤0.01%
10,421
+1,101
616
$216K ﹤0.01%
+3,160
617
$214K ﹤0.01%
+2,343
618
$214K ﹤0.01%
8,157
+562
619
$214K ﹤0.01%
+1,558
620
$211K ﹤0.01%
3,587
+170
621
$210K ﹤0.01%
1,705
622
$210K ﹤0.01%
3,880
-4,500
623
$210K ﹤0.01%
8,115
624
$208K ﹤0.01%
5,448
+100
625
$207K ﹤0.01%
3,248
+177
23 24
25
26 27