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
176
$2.99M 0.04%
51,598
-627
177
$2.93M 0.04%
69,762
-4,230
178
$2.9M 0.04%
40,712
+2,258
179
$2.86M 0.04%
5,658
-99
180
$2.86M 0.04%
124,565
+722
181
$2.81M 0.04%
12,204
-37
182
$2.78M 0.04%
100,114
+88,722
183
$2.73M 0.04%
181,831
+18,120
184
$2.72M 0.04%
15,125
+130
185
$2.72M 0.04%
5,316
+1,342
186
$2.7M 0.04%
8,073
-596
187
$2.7M 0.04%
13,850
-517
188
$2.66M 0.04%
6,416
+887
189
$2.65M 0.04%
67,082
+969
190
$2.64M 0.04%
21,805
+7
191
$2.63M 0.04%
8,988
-8
192
$2.63M 0.04%
33,612
-1,394
193
$2.59M 0.04%
56,086
-44,730
194
$2.58M 0.04%
32,995
-1,871
195
$2.55M 0.04%
11,547
+8
196
$2.5M 0.04%
39,910
+910
197
$2.42M 0.03%
54,580
-250
198
$2.4M 0.03%
20,072
+2,701
199
$2.38M 0.03%
10,148
+66
200
$2.37M 0.03%
24,480
-4,982
6 7
8
9 10