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
76
$11.8M 0.17%
38,994
+1,917
77
$11.7M 0.17%
270,080
+54,650
78
$11.3M 0.16%
59,952
-91
79
$10.9M 0.15%
524,292
+84,534
80
$10.7M 0.15%
301,729
+1,007
81
$10.2M 0.14%
17,968
+979
82
$10.1M 0.14%
19
-5
83
$10M 0.14%
144,537
-4,231
84
$10M 0.14%
20,655
-30
85
$9.83M 0.14%
376,332
+123,481
86
$9.41M 0.13%
420,044
+401,493
87
$9.31M 0.13%
174,675
+11,364
88
$9.27M 0.13%
172,491
-1,812
89
$9.18M 0.13%
63,289
+227
90
$9.16M 0.13%
164,170
-9,562
91
$9M 0.13%
21,999
-6,887
92
$8.81M 0.12%
127,838
-1,642
93
$8.69M 0.12%
97,434
-2,033
94
$8.56M 0.12%
31,448
+1,576
95
$8.5M 0.12%
88,920
+2,526
96
$8.44M 0.12%
101,640
+780
97
$8.38M 0.12%
86,511
+1,588
98
$7.97M 0.11%
47,240
+5,628
99
$7.93M 0.11%
41,380
+6,557
100
$7.93M 0.11%
51,526
-329
2 3
4
5 6