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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.05%
19,094
+369
227
$1.06M 0.05%
+27,161
228
$1.05M 0.05%
48,129
-855
229
$1.03M 0.05%
12,104
-20
230
$1.03M 0.05%
2,883
-258
231
$1.02M 0.05%
50,091
-370
232
$996K 0.05%
52,800
+3,024
233
$996K 0.05%
36,664
+500
234
$975K 0.05%
19,050
-14,885
235
$968K 0.05%
2,930
+162
236
$965K 0.05%
15,737
+392
237
$962K 0.05%
30,313
238
$955K 0.05%
2,596
+127
239
$947K 0.05%
+15,445
240
$944K 0.05%
19,557
+4,072
241
$944K 0.05%
14,210
-926
242
$943K 0.05%
12,038
-5,813
243
$941K 0.05%
3,812
-148
244
$940K 0.05%
65,419
+233
245
$927K 0.05%
4,087
+777
246
$922K 0.05%
49,115
247
$898K 0.04%
2,402
-1
248
$896K 0.04%
38,934
249
$894K 0.04%
5,766
-20
250
$885K 0.04%
1,434
-540
8 9
10
11 12