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
651
$140K ﹤0.01%
10,000
652
$138K ﹤0.01%
+10,790
653
$127K ﹤0.01%
15,000
654
$124K ﹤0.01%
17,355
655
$119K ﹤0.01%
55,878
-8,004
656
$113K ﹤0.01%
+10,543
657
$113K ﹤0.01%
+10,358
658
$109K ﹤0.01%
19,954
+7,306
659
$107K ﹤0.01%
28,425
660
$106K ﹤0.01%
14,035
-5,000
661
$106K ﹤0.01%
12,747
+467
662
$105K ﹤0.01%
20,550
-1,865
663
$102K ﹤0.01%
10,350
+152
664
$102K ﹤0.01%
12,758
-883
665
$96.8K ﹤0.01%
12,876
+228
666
$95.9K ﹤0.01%
10,474
-2,053
667
$95.5K ﹤0.01%
52,456
+29,115
668
$91.5K ﹤0.01%
11,365
-515
669
$90.4K ﹤0.01%
21,621
670
$88.9K ﹤0.01%
36,742
+5,378
671
$77.5K ﹤0.01%
26,192
+425
672
$63.5K ﹤0.01%
50,000
673
$56.8K ﹤0.01%
11,829
+2
674
$53.5K ﹤0.01%
11,730
+161
675
$49.9K ﹤0.01%
23,002
25 26
27
28 29