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
76
$8.22M 0.16%
331,736
-60,978
77
$7.8M 0.15%
57,200
+1,067
78
$7.79M 0.15%
148,509
-64,201
79
$7.65M 0.15%
426,189
+10,713
80
$7.38M 0.15%
24,664
-115
81
$6.88M 0.14%
132,859
+61
82
$6.71M 0.13%
120,325
+862
83
$6.71M 0.13%
35,021
-312
84
$6.33M 0.12%
41,406
+2,084
85
$6.29M 0.12%
248,847
+19,464
86
$6.28M 0.12%
40,339
+310
87
$6.28M 0.12%
226,102
+55,181
88
$6.27M 0.12%
76,451
-274
89
$6.22M 0.12%
197,428
+177,392
90
$6.22M 0.12%
10,802
+529
91
$6.14M 0.12%
37,696
-8,753
92
$6.07M 0.12%
29,103
+3,468
93
$5.96M 0.12%
213,050
+12,011
94
$5.88M 0.12%
103,768
+277
95
$5.84M 0.12%
109,981
+1,245
96
$5.82M 0.11%
11
+1
97
$5.73M 0.11%
99,505
+23,284
98
$5.67M 0.11%
123,892
99
$5.63M 0.11%
23,692
-938
100
$5.62M 0.11%
124,455
-1,542
2 3
4
5 6