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
126
$5.51M 0.08%
230,042
-2,641
127
$5.44M 0.08%
73,798
-15,524
128
$5.2M 0.07%
33,373
-4,147
129
$5.09M 0.07%
158,322
-2,487
130
$5.05M 0.07%
18,799
-1,945
131
$5.04M 0.07%
104,847
-11,984
132
$4.97M 0.07%
53,847
-7,694
133
$4.96M 0.07%
46,825
+194
134
$4.9M 0.07%
204,466
+5,028
135
$4.83M 0.07%
155,870
+4,232
136
$4.76M 0.07%
29,924
+339
137
$4.67M 0.07%
50,402
-192
138
$4.66M 0.07%
201,025
+70,235
139
$4.64M 0.07%
279,342
-12,984
140
$4.57M 0.06%
193,572
-15,768
141
$4.56M 0.06%
80,217
+379
142
$4.28M 0.06%
129,020
+1,610
143
$4.25M 0.06%
148,128
-32,174
144
$4.24M 0.06%
22,940
-651
145
$4.18M 0.06%
41,037
-98
146
$3.99M 0.06%
46,203
+552
147
$3.98M 0.06%
23,197
-297
148
$3.98M 0.06%
218,760
-11,272
149
$3.95M 0.06%
52,482
+5,912
150
$3.93M 0.06%
81,616
+690
4 5
6
7 8