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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.03%
54,801
+1,115
227
$1.3M 0.03%
5,476
+72
228
$1.3M 0.03%
49,956
+4,304
229
$1.23M 0.03%
27,940
-2,281
230
$1.22M 0.03%
8,462
-558
231
$1.21M 0.03%
6,216
-24
232
$1.19M 0.03%
36,220
-444
233
$1.19M 0.03%
30,186
+7,247
234
$1.18M 0.03%
52,080
-720
235
$1.18M 0.03%
8,981
-271
236
$1.17M 0.03%
26,107
-1,472
237
$1.16M 0.03%
12,751
+175
238
$1.15M 0.03%
47,697
-5,365
239
$1.15M 0.03%
3,825
+13
240
$1.15M 0.03%
11,992
-112
241
$1.14M 0.03%
9,226
-239
242
$1.14M 0.03%
2,442
-154
243
$1.12M 0.03%
19,293
+243
244
$1.11M 0.03%
16,484
+177
245
$1.1M 0.03%
2,400
-2
246
$1.1M 0.03%
2,766
-117
247
$1.1M 0.03%
18,874
-220
248
$1.02M 0.02%
1,420
-14
249
$1.02M 0.02%
50,091
250
$1.01M 0.02%
7,782
+348
8 9
10
11 12