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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$688K 0.03%
56,134
-4,190
277
$686K 0.03%
5,101
+14
278
$672K 0.03%
11,015
-10,754
279
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280
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4,576
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281
$642K 0.03%
27,000
282
$640K 0.03%
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283
$637K 0.03%
2,634
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284
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11,103
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285
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3,276
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286
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30,886
+11
287
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288
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289
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4,886
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290
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291
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812
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293
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8,039
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294
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11,730
295
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20,896
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296
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5,231
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297
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19,186
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298
$595K 0.03%
10,981
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299
$593K 0.03%
24,408
-1,839
300
$592K 0.03%
28,820
+28
10 11
12
13 14