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
$5.07B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$35.3M
3
+$23.3M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.9M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$10.5M

Top Sells

1
+$18.3M
2
+$15.2M
3
+$7.48M
4
XOM icon
Exxon Mobil
XOM
+$7.43M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.38M

Sector Composition

1 Technology 4.55%
2 Communication Services 2.72%
3 Financials 2.61%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.24%
208,514
-6,844
52
$12.1M 0.24%
455,056
+20,600
53
$11.9M 0.23%
28,624
+13,298
54
$11.8M 0.23%
73,027
+3,144
55
$11.8M 0.23%
71,023
+3,097
56
$11.7M 0.23%
26,463
-485
57
$11.6M 0.23%
252,207
-17,131
58
$11.5M 0.23%
85,248
+91
59
$11.1M 0.22%
54,102
-243
60
$10.4M 0.2%
61,855
+3,943
61
$10.2M 0.2%
21,520
-39
62
$10.1M 0.2%
212,961
-99,295
63
$9.58M 0.19%
116,992
-185,423
64
$9.35M 0.18%
37,800
+2,371
65
$9.34M 0.18%
18,316
+1,396
66
$9.16M 0.18%
124,445
-10,684
67
$9.11M 0.18%
496,408
+39,148
68
$8.98M 0.18%
42,276
+2,870
69
$8.96M 0.18%
58,657
-323
70
$8.72M 0.17%
30,312
-94
71
$8.5M 0.17%
71,818
+2,764
72
$8.34M 0.16%
98,501
+4,318
73
$8.32M 0.16%
351,390
-4,674
74
$8.31M 0.16%
145,301
+137,744
75
$8.28M 0.16%
51,278
+417
1 2
3
4 5