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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.11M 0.03%
14,910
+1,635
227
$2.1M 0.02%
591
-2
228
$2.08M 0.02%
11,333
-3,792
229
$2.08M 0.02%
15,003
-362
230
$2.06M 0.02%
29,429
+2,446
231
$2.03M 0.02%
17,777
-2,584
232
$2.02M 0.02%
54,658
-846
233
$2M 0.02%
39,160
+4,105
234
$1.97M 0.02%
13,374
+4,276
235
$1.97M 0.02%
26,461
-9,039
236
$1.95M 0.02%
6,256
+81
237
$1.95M 0.02%
46,520
-1,996
238
$1.92M 0.02%
73,194
239
$1.91M 0.02%
14,367
+171
240
$1.9M 0.02%
15,170
-584
241
$1.87M 0.02%
71,079
+4,608
242
$1.87M 0.02%
1,846
-501
243
$1.86M 0.02%
47,740
+5,814
244
$1.84M 0.02%
31,204
-4,424
245
$1.83M 0.02%
12,880
-1,720
246
$1.81M 0.02%
56,486
+17,998
247
$1.81M 0.02%
44,612
-22,470
248
$1.8M 0.02%
7,144
+392
249
$1.8M 0.02%
+67,682
250
$1.79M 0.02%
30,395
+21,363
8 9
10
11 12