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
201
$1.7M 0.03%
46,257
+4,232
202
$1.7M 0.03%
6,224
-19
203
$1.68M 0.03%
46,101
-7,142
204
$1.68M 0.03%
4,089
+210
205
$1.67M 0.03%
37,260
+5,592
206
$1.64M 0.03%
63,483
+3,019
207
$1.63M 0.03%
16,050
-2,580
208
$1.63M 0.03%
3,907
-71
209
$1.62M 0.03%
16,234
-785
210
$1.59M 0.03%
12,881
+343
211
$1.58M 0.03%
15,773
+1,915
212
$1.57M 0.03%
6,056
-216
213
$1.56M 0.03%
665
-77
214
$1.56M 0.03%
4,887
+63
215
$1.55M 0.03%
16,513
+2
216
$1.53M 0.03%
38,382
-243
217
$1.53M 0.03%
6,886
+127
218
$1.52M 0.03%
17,924
-2,617
219
$1.52M 0.03%
43,812
+216
220
$1.52M 0.03%
12,648
+133
221
$1.52M 0.03%
5,934
+499
222
$1.51M 0.03%
+54,323
223
$1.48M 0.03%
25,352
224
$1.48M 0.03%
39,028
-325
225
$1.48M 0.03%
6,391
-107
7 8
9
10 11