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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.03%
6,013
-43
227
$1.35M 0.03%
17,052
-317
228
$1.34M 0.03%
25,863
-16
229
$1.32M 0.03%
10,175
+376
230
$1.3M 0.03%
38,364
-18
231
$1.3M 0.03%
5,277
-180
232
$1.3M 0.03%
69,639
+7,189
233
$1.29M 0.03%
34,023
-3,237
234
$1.28M 0.03%
17,058
+5,423
235
$1.27M 0.03%
7,292
+545
236
$1.25M 0.02%
40,011
+983
237
$1.25M 0.02%
3,151
-11
238
$1.22M 0.02%
10,292
+4,916
239
$1.21M 0.02%
3,880
+92
240
$1.21M 0.02%
3,709
-198
241
$1.21M 0.02%
48,356
+1,382
242
$1.2M 0.02%
15,879
+2,142
243
$1.19M 0.02%
679
+14
244
$1.16M 0.02%
218,069
+5,019
245
$1.15M 0.02%
12,403
+1,535
246
$1.14M 0.02%
+8,041
247
$1.13M 0.02%
6,442
-4,188
248
$1.12M 0.02%
39,611
+20,729
249
$1.12M 0.02%
12,491
+342
250
$1.11M 0.02%
28,552
+2,445
8 9
10
11 12