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
151
$2.55M 0.05%
130,962
+4,179
152
$2.53M 0.05%
11,937
-4
153
$2.46M 0.05%
55,430
+2,160
154
$2.44M 0.05%
29,839
+1,179
155
$2.44M 0.05%
38,725
-24,874
156
$2.43M 0.05%
8,535
-80
157
$2.39M 0.05%
28,319
+69
158
$2.35M 0.05%
91,046
+23,359
159
$2.34M 0.05%
218,189
+120
160
$2.32M 0.05%
104,820
+2,907
161
$2.3M 0.05%
189,530
+14,450
162
$2.29M 0.05%
16,323
-1,846
163
$2.25M 0.05%
16,691
+2,143
164
$2.25M 0.05%
95,570
+2,260
165
$2.22M 0.05%
31,425
-631
166
$2.21M 0.05%
12,235
+420
167
$2.21M 0.05%
41,900
+688
168
$2.08M 0.04%
21,661
+4,249
169
$2.05M 0.04%
46,343
+225
170
$2.04M 0.04%
22,719
+77
171
$2.04M 0.04%
7,429
-35
172
$2.03M 0.04%
94,308
-22,346
173
$2.03M 0.04%
21,947
-19
174
$1.98M 0.04%
23,897
+645
175
$1.9M 0.04%
57,712
+67
5 6
7
8 9