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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M 0.02%
7,758
-108
252
$1.06M 0.02%
30,985
+595
253
$1.02M 0.02%
63,642
-746
254
$1.02M 0.02%
5,778
-169
255
$1.01M 0.02%
8,867
-2,463
256
$1.01M 0.02%
18,660
-1,136
257
$1M 0.02%
38,963
258
$1M 0.02%
13,858
+1,026
259
$999K 0.02%
14,827
-276
260
$988K 0.02%
23,970
+247
261
$973K 0.02%
3,986
-447
262
$957K 0.02%
12,339
-457
263
$935K 0.02%
24,817
-3,169
264
$933K 0.02%
7,076
-1,356
265
$916K 0.02%
11,267
-2,713
266
$915K 0.02%
4,433
+1,854
267
$904K 0.02%
7,670
+148
268
$900K 0.02%
6,484
+1,234
269
$899K 0.02%
1,379
-54
270
$898K 0.02%
2,426
-7
271
$895K 0.02%
50,091
272
$893K 0.02%
10,469
-1,110
273
$875K 0.02%
+34,379
274
$868K 0.02%
948
+40
275
$864K 0.02%
+8,973
9 10
11
12 13