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
176
$1.88M 0.04%
11,543
-156
177
$1.86M 0.04%
9,912
+99
178
$1.84M 0.04%
16,543
-315
179
$1.82M 0.04%
15,690
+8
180
$1.81M 0.04%
11,695
+559
181
$1.78M 0.04%
10,900
+174
182
$1.77M 0.04%
19,094
+1,627
183
$1.77M 0.04%
8,027
-745
184
$1.76M 0.04%
16,024
+10,676
185
$1.76M 0.04%
25,834
-171
186
$1.75M 0.04%
43,635
-5,089
187
$1.75M 0.04%
8,960
+633
188
$1.72M 0.04%
20,767
-545
189
$1.69M 0.03%
7,041
+28
190
$1.67M 0.03%
23,170
+1,361
191
$1.65M 0.03%
16,124
+179
192
$1.63M 0.03%
22,663
-10
193
$1.63M 0.03%
52,468
+7,208
194
$1.61M 0.03%
8,584
+1,292
195
$1.6M 0.03%
14,253
+1,218
196
$1.59M 0.03%
19,024
+1,684
197
$1.58M 0.03%
23,342
-262
198
$1.57M 0.03%
6,853
+840
199
$1.56M 0.03%
35,273
+4,325
200
$1.54M 0.03%
16,500
+133
6 7
8
9 10