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
76
$7.76M 0.16%
99,022
-291
77
$7.73M 0.16%
320,474
-3,756
78
$7.58M 0.15%
60,046
+525
79
$7.54M 0.15%
399,212
+6,346
80
$7.46M 0.15%
27,036
-6
81
$7.27M 0.15%
129,809
-3,817
82
$7.17M 0.15%
86,247
+345
83
$7.11M 0.15%
505,520
+35,600
84
$6.61M 0.13%
80,125
+16,499
85
$6.58M 0.13%
163,258
-2,755
86
$6.51M 0.13%
135,322
+4,565
87
$6.5M 0.13%
112,536
+11,941
88
$6.5M 0.13%
62,180
+154
89
$6.46M 0.13%
50,291
+1,975
90
$6.45M 0.13%
50,010
-192
91
$6.31M 0.13%
38,602
+91
92
$5.91M 0.12%
67,814
+3,546
93
$5.8M 0.12%
132,665
-6,091
94
$5.78M 0.12%
286,569
+37,044
95
$5.75M 0.12%
27,792
-1,216
96
$5.71M 0.12%
30,399
+1,646
97
$5.66M 0.12%
69,077
+45,079
98
$5.56M 0.11%
276,608
+68,135
99
$5.31M 0.11%
36,966
-2,858
100
$5.3M 0.11%
11,230
-288
2 3
4
5 6