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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.01M 0.02%
5,876
+110
252
$1.01M 0.02%
30,387
+74
253
$1.01M 0.02%
12,173
-1,632
254
$975K 0.02%
12,049
+11
255
$967K 0.02%
38,989
+55
256
$954K 0.02%
2,942
+12
257
$949K 0.02%
12,796
+121
258
$945K 0.02%
15,505
-232
259
$914K 0.02%
3,740
+148
260
$905K 0.02%
12,254
-1,956
261
$899K 0.02%
10,776
+2,737
262
$895K 0.02%
3,130
+953
263
$863K 0.02%
28,582
+1,080
264
$858K 0.02%
7,950
-7,980
265
$843K 0.02%
56,738
+604
266
$837K 0.02%
6,312
+2,222
267
$833K 0.02%
13,671
+29
268
$832K 0.02%
18,279
-945
269
$831K 0.02%
47,574
-1,541
270
$815K 0.02%
3,345
+1,755
271
$814K 0.02%
7,659
+2,746
272
$809K 0.02%
26,914
+6,018
273
$803K 0.02%
3,539
-548
274
$802K 0.02%
11,329
+4,041
275
$787K 0.02%
15,291
+8,695
9 10
11
12 13