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
201
$1.54M 0.03%
67,624
-445
202
$1.54M 0.03%
28,335
+8,728
203
$1.53M 0.03%
3,960
+15
204
$1.53M 0.03%
48,269
-2,499
205
$1.52M 0.03%
41,620
+1,460
206
$1.51M 0.03%
24,794
-2,374
207
$1.51M 0.03%
5,449
+158
208
$1.51M 0.03%
51,551
-27
209
$1.5M 0.03%
25,352
210
$1.5M 0.03%
22,338
+68
211
$1.49M 0.03%
5,798
-207
212
$1.45M 0.03%
60,956
-842
213
$1.45M 0.03%
35,884
-2,253
214
$1.44M 0.03%
54,116
-2,110
215
$1.42M 0.03%
5,252
-100
216
$1.4M 0.03%
44,256
-136
217
$1.36M 0.03%
11,177
+1,002
218
$1.35M 0.03%
6,616
-614
219
$1.35M 0.03%
46,846
-56
220
$1.35M 0.03%
63,642
-1,260
221
$1.35M 0.03%
14,479
-3,000
222
$1.33M 0.03%
51,498
+906
223
$1.32M 0.03%
6,224
224
$1.32M 0.03%
16,825
-227
225
$1.31M 0.03%
16,240
-512
7 8
9
10 11