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
101
$7.83M 0.11%
168,869
+151,712
102
$7.57M 0.11%
36,368
-3,752
103
$7.55M 0.11%
38,598
-469
104
$7.43M 0.11%
143,207
-14,341
105
$7.13M 0.1%
68,717
-10,535
106
$7.11M 0.1%
78,394
+3,293
107
$6.85M 0.1%
94,696
-18,538
108
$6.79M 0.1%
301,155
+6,111
109
$6.75M 0.1%
253,127
-2,717
110
$6.59M 0.09%
69,841
+1,150
111
$6.56M 0.09%
28,530
+109
112
$6.44M 0.09%
115,653
+8,612
113
$6.41M 0.09%
252,889
+160,414
114
$6.34M 0.09%
23,217
-145
115
$6.26M 0.09%
46,201
-1,162
116
$6.26M 0.09%
67,154
+696
117
$6.22M 0.09%
198,851
+2,589
118
$6.1M 0.09%
122,235
+7,135
119
$6.09M 0.09%
237,167
+71,513
120
$5.77M 0.08%
51,932
-123
121
$5.63M 0.08%
170,169
+2,916
122
$5.6M 0.08%
14,844
+32
123
$5.55M 0.08%
146,178
+1,077
124
$5.53M 0.08%
96,598
-1,863
125
$5.51M 0.08%
136,596
-5,088
3 4
5
6 7