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
$4.9B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$11.1M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.03M

Top Sells

1
+$10.2M
2
+$4.65M
3
+$3.48M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.24M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.43M

Sector Composition

1 Technology 3.65%
2 Financials 2.57%
3 Consumer Discretionary 2.24%
4 Industrials 2.18%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.25%
220,151
-6,150
52
$11.7M 0.24%
35,775
+945
53
$11M 0.23%
107,452
-45,319
54
$11M 0.22%
557,826
+234,766
55
$10.8M 0.22%
21,363
+792
56
$10.8M 0.22%
66,054
-1,439
57
$10.4M 0.21%
167,498
+57,116
58
$10.3M 0.21%
75,736
+1,085
59
$10.1M 0.21%
58,807
+4,443
60
$9.96M 0.2%
25,798
-753
61
$9.91M 0.2%
159,401
-5,692
62
$9.79M 0.2%
59,385
+46
63
$9.78M 0.2%
36,603
+3,053
64
$9.76M 0.2%
24
-1
65
$9.32M 0.19%
40,393
+310
66
$8.95M 0.18%
189,465
-8,709
67
$8.53M 0.17%
330,898
-29,887
68
$8.42M 0.17%
189,839
+30,875
69
$8.41M 0.17%
86,952
+1,269
70
$8.35M 0.17%
591,249
+18,567
71
$8.21M 0.17%
333,295
-42,405
72
$8.17M 0.17%
111,132
+1,522
73
$7.97M 0.16%
75,975
+2,286
74
$7.83M 0.16%
90,863
+2,480
75
$7.76M 0.16%
21,590
-3
1 2
3
4 5