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
201
$2.32M 0.03%
14,167
+1,159
202
$2.3M 0.03%
6,188
+3
203
$2.28M 0.03%
21,255
+178
204
$2.26M 0.03%
35,500
-250
205
$2.26M 0.03%
10,530
-797
206
$2.25M 0.03%
11,191
207
$2.22M 0.03%
15,365
+288
208
$2.19M 0.03%
24,258
-113
209
$2.17M 0.03%
41,307
+2
210
$2.16M 0.03%
23,654
-142
211
$2.15M 0.03%
14,423
-748
212
$2.1M 0.03%
31,720
+123
213
$2.09M 0.03%
14,989
+59
214
$2.06M 0.03%
20,361
-671
215
$2.03M 0.03%
238,644
-500
216
$2.01M 0.03%
27,880
+314
217
$2M 0.03%
13,243
+3,831
218
$1.98M 0.03%
2,347
219
$1.97M 0.03%
6,427
+214
220
$1.88M 0.03%
11,448
-230
221
$1.83M 0.03%
593
+2
222
$1.82M 0.03%
66,471
-3,931
223
$1.81M 0.03%
15,754
-440
224
$1.77M 0.03%
43,221
+1,409
225
$1.76M 0.02%
35,055
+2,437
7 8
9
10 11