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
126
$3.86M 0.08%
21,353
+1,001
127
$3.68M 0.07%
122,850
+7,280
128
$3.65M 0.07%
43,770
-533
129
$3.6M 0.07%
14,892
+291
130
$3.58M 0.07%
51,446
+8,049
131
$3.5M 0.07%
32,270
-12,016
132
$3.49M 0.07%
45,703
-348
133
$3.47M 0.07%
5,874
-265
134
$3.46M 0.07%
42,932
-1,698
135
$3.45M 0.07%
13,146
+923
136
$3.29M 0.06%
9,482
+822
137
$3.26M 0.06%
7,146
+115
138
$3.25M 0.06%
16,692
-77
139
$3.23M 0.06%
51,270
+1,010
140
$3.2M 0.06%
12,748
+10
141
$3.1M 0.06%
13,637
+164
142
$2.99M 0.06%
9,899
-361
143
$2.95M 0.06%
8,264
+381
144
$2.94M 0.06%
22,632
+654
145
$2.87M 0.06%
11,915
+130
146
$2.72M 0.05%
45,842
+3,669
147
$2.71M 0.05%
78,912
+65,351
148
$2.66M 0.05%
25,879
+16
149
$2.65M 0.05%
14,184
-84
150
$2.6M 0.05%
31,803
+112
4 5
6
7 8