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
151
$3.79M 0.05%
39,282
+1,923
152
$3.78M 0.05%
175,926
+42,231
153
$3.74M 0.05%
99,070
+1,770
154
$3.73M 0.05%
155,464
+17,714
155
$3.72M 0.05%
18,269
+938
156
$3.68M 0.05%
7,213
-52
157
$3.67M 0.05%
53,691
+189
158
$3.59M 0.05%
72,307
-13,326
159
$3.58M 0.05%
44,156
+2,695
160
$3.54M 0.05%
38,748
-35
161
$3.47M 0.05%
8,768
+158
162
$3.34M 0.05%
102,954
+1,773
163
$3.32M 0.05%
32,131
-5,868
164
$3.28M 0.05%
15,768
-462
165
$3.23M 0.05%
50,251
+7,432
166
$3.21M 0.05%
44,323
-170
167
$3.18M 0.05%
16,187
+1
168
$3.16M 0.04%
60,018
+892
169
$3.14M 0.04%
42,069
+698
170
$3.11M 0.04%
62,443
-5,779
171
$3.09M 0.04%
71,756
+94
172
$3.08M 0.04%
28,984
+2,377
173
$3.05M 0.04%
79,773
+1,369
174
$3.04M 0.04%
21,691
+128
175
$3.02M 0.04%
12,547
-32
5 6
7
8 9