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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.03%
29,188
+547
227
$1.32M 0.03%
5,507
+31
228
$1.32M 0.03%
50,634
229
$1.3M 0.03%
63,530
+8,729
230
$1.3M 0.03%
11,330
+5,014
231
$1.26M 0.03%
11,937
+4,278
232
$1.25M 0.03%
48,514
-1,442
233
$1.23M 0.03%
57,012
+9,315
234
$1.2M 0.02%
16,118
+3,864
235
$1.2M 0.02%
8,432
-30
236
$1.19M 0.02%
34,208
-2,012
237
$1.19M 0.02%
2,484
+42
238
$1.16M 0.02%
3,894
+69
239
$1.15M 0.02%
13,980
+1,807
240
$1.15M 0.02%
12,080
+88
241
$1.15M 0.02%
26,107
242
$1.14M 0.02%
7,977
-478
243
$1.14M 0.02%
4,184
+444
244
$1.11M 0.02%
19,796
+922
245
$1.11M 0.02%
25,982
-1,958
246
$1.11M 0.02%
17,234
+750
247
$1.06M 0.02%
9,589
+608
248
$1.06M 0.02%
12,947
+196
249
$1.04M 0.02%
1,433
+13
250
$1.03M 0.02%
12,190
+1,414
8 9
10
11 12