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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.46M 0.03%
9,154
+3,948
227
$1.45M 0.03%
17,152
-1,962
228
$1.42M 0.03%
3,786
-108
229
$1.41M 0.03%
16,172
+54
230
$1.37M 0.03%
2,433
-51
231
$1.36M 0.03%
63,450
-80
232
$1.35M 0.03%
22,227
-1,625
233
$1.34M 0.03%
12,080
234
$1.33M 0.03%
5,437
-70
235
$1.33M 0.03%
48,084
-2,550
236
$1.33M 0.03%
60,464
+3,452
237
$1.3M 0.03%
12,515
-3,000
238
$1.28M 0.02%
33,840
-368
239
$1.28M 0.02%
61,588
+2,759
240
$1.27M 0.02%
12,247
+1,105
241
$1.27M 0.02%
6,720
-422
242
$1.22M 0.02%
11,779
-411
243
$1.19M 0.02%
26,107
244
$1.19M 0.02%
4,670
+486
245
$1.16M 0.02%
25,837
-145
246
$1.15M 0.02%
2,684
-136
247
$1.14M 0.02%
13,030
+83
248
$1.11M 0.02%
7,953
+4,584
249
$1.1M 0.02%
3,153
+12
250
$1.09M 0.02%
30,289
-98
8 9
10
11 12