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
51
$17.6M 0.25%
113,045
-763
52
$17.5M 0.25%
231,834
-618
53
$16M 0.23%
34,952
-85
54
$15.6M 0.22%
615,666
-25,255
55
$15.4M 0.22%
661,931
+402,634
56
$15.3M 0.22%
273,186
-3,895
57
$14.8M 0.21%
143,973
+14,279
58
$14.7M 0.21%
536,376
+14,311
59
$14.3M 0.2%
238,896
+322
60
$14M 0.2%
601,426
+100,766
61
$14M 0.2%
243,484
+47,152
62
$14M 0.2%
56,982
-134
63
$13.8M 0.2%
27,314
+753
64
$13.6M 0.19%
257,635
+28,734
65
$13.6M 0.19%
805,851
+173,853
66
$13.4M 0.19%
79,215
+1,244
67
$13.4M 0.19%
24,956
+171
68
$13.3M 0.19%
89,323
+629
69
$13.2M 0.19%
128,088
-5,880
70
$13M 0.18%
36,424
-1,543
71
$12.9M 0.18%
116,636
+11,397
72
$12.4M 0.18%
732,854
+17,430
73
$12.4M 0.18%
70,213
-2,267
74
$12M 0.17%
45,627
+44
75
$12M 0.17%
78,951
+2,708
1 2
3
4 5