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
101
$5.42M 0.11%
39,519
-1,576
102
$5.42M 0.11%
109,092
-3,318
103
$5.36M 0.11%
69,467
+27,881
104
$5.19M 0.1%
101,886
-2,460
105
$5.11M 0.1%
47,370
+7,915
106
$5.05M 0.1%
75,882
+50,717
107
$4.97M 0.1%
140,502
+4,689
108
$4.92M 0.1%
22,944
+35
109
$4.85M 0.1%
38,938
+13,842
110
$4.81M 0.09%
21,696
+280
111
$4.72M 0.09%
48,994
-131
112
$4.7M 0.09%
263,892
-1,632
113
$4.65M 0.09%
45,416
+5,780
114
$4.49M 0.09%
119,750
-3,700
115
$4.46M 0.09%
163,540
+12,690
116
$4.31M 0.09%
42,587
+13,302
117
$4.25M 0.08%
117,908
-1,958
118
$4.25M 0.08%
79,255
+4,390
119
$4.15M 0.08%
42,365
-699
120
$4.14M 0.08%
80,365
+17,485
121
$4.13M 0.08%
231,180
-24,749
122
$4.1M 0.08%
99,408
-13,223
123
$4.07M 0.08%
36,292
+1,956
124
$4.07M 0.08%
14,196
-728
125
$4.04M 0.08%
215,708
-18,868
3 4
5
6 7