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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$881K 0.04%
22,939
+6,759
252
$878K 0.04%
12,675
253
$873K 0.04%
27,502
-59
254
$854K 0.04%
7,434
+335
255
$842K 0.04%
7,393
+1,051
256
$842K 0.04%
19,224
-559
257
$835K 0.04%
8,336
-590
258
$819K 0.04%
1,645
+72
259
$813K 0.04%
10,652
-4,989
260
$789K 0.04%
8,176
-524
261
$781K 0.04%
3,913
-593
262
$768K 0.04%
2,729
-525
263
$761K 0.04%
3,592
-193
264
$753K 0.04%
5,636
+471
265
$753K 0.04%
3,689
-135
266
$741K 0.04%
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267
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10,055
-2,540
268
$732K 0.04%
12,044
-477
269
$731K 0.04%
5,351
-100
270
$723K 0.04%
13,642
+1,767
271
$710K 0.04%
8,383
-1,398
272
$703K 0.03%
5,447
-617
273
$701K 0.03%
8,193
+127
274
$694K 0.03%
10,428
+2,209
275
$689K 0.03%
4,986
+1,643
9 10
11
12 13