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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.11M 0.02%
+19,607
252
$1.1M 0.02%
5,345
-589
253
$1.1M 0.02%
9,628
-23
254
$1.09M 0.02%
9,603
+512
255
$1.08M 0.02%
+200,200
256
$1.08M 0.02%
5,478
-139
257
$1.07M 0.02%
8,031
+75
258
$1.03M 0.02%
11,000
+204
259
$1.01M 0.02%
43,060
-752
260
$993K 0.02%
38,494
+24
261
$985K 0.02%
27,363
+1,526
262
$982K 0.02%
6,417
+1,372
263
$973K 0.02%
11,865
+442
264
$966K 0.02%
11,432
-1,422
265
$949K 0.02%
6,495
+311
266
$948K 0.02%
12,357
+152
267
$942K 0.02%
2,952
-62
268
$937K 0.02%
12,078
+1,631
269
$923K 0.02%
28,578
+14,262
270
$922K 0.02%
7,277
+172
271
$922K 0.02%
9,691
+1,464
272
$915K 0.02%
2,349
-143
273
$912K 0.02%
20,600
+544
274
$904K 0.02%
9,426
+1,632
275
$897K 0.02%
19,803
+2,511
9 10
11
12 13