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
176
$2.07M 0.04%
53,581
+6,516
177
$2.06M 0.04%
80,738
+46,359
178
$2.04M 0.04%
67,128
-166
179
$1.99M 0.04%
5,909
+204
180
$1.99M 0.04%
33,614
+11,387
181
$1.93M 0.04%
4,654
+44
182
$1.91M 0.04%
25,040
+998
183
$1.9M 0.04%
26,204
-131
184
$1.89M 0.04%
3,939
-80
185
$1.84M 0.04%
49,261
+1
186
$1.84M 0.04%
17,565
+1,541
187
$1.83M 0.04%
8,204
-27
188
$1.82M 0.04%
8,413
-746
189
$1.81M 0.04%
34,648
+344
190
$1.81M 0.04%
7,252
+378
191
$1.79M 0.04%
10,915
-65
192
$1.78M 0.04%
71,634
-2,958
193
$1.77M 0.03%
3,162
-8
194
$1.76M 0.03%
20,932
+236
195
$1.76M 0.03%
3,164
+121
196
$1.75M 0.03%
18,634
+1,138
197
$1.75M 0.03%
17,369
+526
198
$1.74M 0.03%
15,616
-405
199
$1.74M 0.03%
15,242
-52
200
$1.72M 0.03%
64,166
+542
6 7
8
9 10