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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.02M 0.02%
30,387
252
$1M 0.02%
9,216
-10
253
$996K 0.02%
5,947
+71
254
$994K 0.02%
7,806
+24
255
$984K 0.02%
45,222
-2,352
256
$975K 0.02%
12,796
257
$973K 0.02%
38,963
-26
258
$962K 0.02%
30,390
+7,015
259
$962K 0.02%
7,866
+1,860
260
$960K 0.02%
2,433
+33
261
$958K 0.02%
44,608
-7,472
262
$955K 0.02%
50,091
263
$947K 0.02%
+52,941
264
$943K 0.02%
2,820
-122
265
$923K 0.02%
3,141
+11
266
$917K 0.02%
11,579
-470
267
$903K 0.02%
15,103
-402
268
$890K 0.02%
16,797
+9,455
269
$878K 0.02%
64,388
+51,755
270
$870K 0.02%
12,832
-839
271
$861K 0.02%
4,433
+313
272
$853K 0.02%
5,590
+483
273
$840K 0.02%
11,976
+647
274
$833K 0.02%
58,829
+2,091
275
$820K 0.02%
5,206
+110
9 10
11
12 13