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
676
$46.1K ﹤0.01%
23,650
+197
677
$44.6K ﹤0.01%
75,334
678
$42.4K ﹤0.01%
20,000
+9,802
679
$41.5K ﹤0.01%
10,000
680
$36K ﹤0.01%
17,720
681
$32.9K ﹤0.01%
14,000
682
$25.4K ﹤0.01%
13,234
683
$20.6K ﹤0.01%
4,667
684
$13.8K ﹤0.01%
30,851
685
$7.41K ﹤0.01%
12
686
$6.65K ﹤0.01%
3,167
687
– –
-7,323
688
– –
-5,439
689
– –
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690
– –
-1,655
691
– –
-2,242
692
– –
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693
– –
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694
– –
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695
– –
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696
– –
-12,847
697
– –
-399
698
– –
-1,219
699
– –
-6,119
700
– –
-11,497
26 27
28
29 30