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
101
$5.22M 0.11%
24,421
+1,263
102
$5.01M 0.1%
114,225
+7,375
103
$4.98M 0.1%
107,996
-27,615
104
$4.96M 0.1%
182,468
+26,690
105
$4.93M 0.1%
123,346
-2,451
106
$4.71M 0.1%
108,858
-2,163
107
$4.7M 0.1%
14,083
+316
108
$4.69M 0.1%
190,990
-90,914
109
$4.69M 0.1%
26,398
+5,181
110
$4.66M 0.1%
106,971
+1,641
111
$4.63M 0.09%
241,808
+88,125
112
$4.44M 0.09%
13,718
-782
113
$4.38M 0.09%
38,792
-2,826
114
$4.34M 0.09%
124,320
-4,251
115
$4.21M 0.09%
34,776
-135
116
$4.13M 0.08%
89,834
+28,790
117
$4.08M 0.08%
51,705
+2,217
118
$3.92M 0.08%
24,293
+235
119
$3.88M 0.08%
123,292
-100
120
$3.85M 0.08%
101,406
-1,792
121
$3.83M 0.08%
138,175
+35,648
122
$3.73M 0.08%
47,965
+15,779
123
$3.69M 0.08%
77,357
-36,862
124
$3.67M 0.07%
163,700
-3,104
125
$3.56M 0.07%
48,994
-623
3 4
5
6 7