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
626
$206K ﹤0.01%
4,445
+119
627
$205K ﹤0.01%
3,239
+283
628
$205K ﹤0.01%
11,920
-313
629
$203K ﹤0.01%
+3,139
630
$203K ﹤0.01%
6,662
-12
631
$201K ﹤0.01%
+6,838
632
$201K ﹤0.01%
+970
633
$201K ﹤0.01%
5,313
-1,552
634
$200K ﹤0.01%
2,241
635
$199K ﹤0.01%
14,500
+2,584
636
$198K ﹤0.01%
5,832
+925
637
$196K ﹤0.01%
+20,652
638
$182K ﹤0.01%
23,361
639
$182K ﹤0.01%
+11,018
640
$181K ﹤0.01%
+10,562
641
$174K ﹤0.01%
3,846
-384
642
$170K ﹤0.01%
11,094
+218
643
$165K ﹤0.01%
16,747
-3,266
644
$162K ﹤0.01%
17,555
+134
645
$160K ﹤0.01%
16,834
+58
646
$159K ﹤0.01%
15,319
+3,390
647
$149K ﹤0.01%
14,510
+800
648
$148K ﹤0.01%
126,668
649
$143K ﹤0.01%
24,102
+2,315
650
$142K ﹤0.01%
10,146
24 25
26
27 28