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
126
$3.53M 0.07%
252,249
-4,098
127
$3.51M 0.07%
37,221
+149
128
$3.5M 0.07%
49,184
+2,175
129
$3.44M 0.07%
22,206
+899
130
$3.3M 0.07%
122,850
131
$3.25M 0.07%
34,306
+23
132
$3.23M 0.07%
174,161
+66,164
133
$3.21M 0.07%
14,194
-130
134
$3.13M 0.06%
6,178
+276
135
$3.13M 0.06%
42,721
-534
136
$3.09M 0.06%
201,616
+6,814
137
$3.04M 0.06%
13,472
-1,411
138
$2.98M 0.06%
44,377
-2,764
139
$2.96M 0.06%
18,033
-177
140
$2.87M 0.06%
200,200
141
$2.84M 0.06%
17,012
+593
142
$2.83M 0.06%
45,168
+5,497
143
$2.82M 0.06%
13,119
-146
144
$2.81M 0.06%
201,680
-8,392
145
$2.8M 0.06%
27,510
-734
146
$2.71M 0.06%
40,368
-1,228
147
$2.65M 0.05%
45,780
+76
148
$2.64M 0.05%
9,181
-18
149
$2.63M 0.05%
22,178
-1,426
150
$2.56M 0.05%
36,490
-191
4 5
6
7 8