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
151
$2.56M 0.05%
28,200
-2,562
152
$2.56M 0.05%
20,566
+273
153
$2.54M 0.05%
43,714
-6,243
154
$2.48M 0.05%
11,833
-23
155
$2.46M 0.05%
22,440
-1,672
156
$2.46M 0.05%
33,649
+478
157
$2.44M 0.05%
11,699
-647
158
$2.43M 0.05%
53,998
159
$2.39M 0.05%
31,493
+1,332
160
$2.37M 0.05%
31,276
+2,474
161
$2.37M 0.05%
99,681
+18,162
162
$2.37M 0.05%
90,315
+59,478
163
$2.37M 0.05%
10,630
-1,158
164
$2.34M 0.05%
23,415
+346
165
$2.26M 0.04%
85,929
+5,148
166
$2.25M 0.04%
48,013
+915
167
$2.25M 0.04%
46,374
-70,398
168
$2.22M 0.04%
26,806
+1,212
169
$2.21M 0.04%
8,070
+126
170
$2.19M 0.04%
23,906
-591
171
$2.14M 0.04%
16,735
+637
172
$2.13M 0.04%
39,570
-1,510
173
$2.12M 0.04%
17,075
-6,478
174
$2.07M 0.04%
11,299
+720
175
$2.07M 0.04%
16,317
+179
5 6
7
8 9