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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.77M 0.02%
100,948
+19,848
252
$1.76M 0.02%
7,607
-333
253
$1.74M 0.02%
11,750
-1,493
254
$1.74M 0.02%
3,941
+17
255
$1.73M 0.02%
2,979
+114
256
$1.71M 0.02%
61,892
-1,526
257
$1.71M 0.02%
+62,965
258
$1.65M 0.02%
17,014
+2,047
259
$1.64M 0.02%
46,416
-1,725
260
$1.63M 0.02%
23,729
-339
261
$1.63M 0.02%
17,520
-472
262
$1.59M 0.02%
30,165
263
$1.59M 0.02%
6,276
+480
264
$1.56M 0.02%
11,944
+2,471
265
$1.56M 0.02%
31,542
+1,507
266
$1.56M 0.02%
17,019
+9,564
267
$1.54M 0.02%
21,336
+126
268
$1.53M 0.02%
5,103
-865
269
$1.5M 0.02%
9,233
+549
270
$1.49M 0.02%
42,803
-3,181
271
$1.47M 0.02%
5,586
-82
272
$1.45M 0.02%
7,797
-65
273
$1.45M 0.02%
13,858
274
$1.45M 0.02%
26,899
+22,290
275
$1.44M 0.02%
34,805
+12
9 10
11
12 13