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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$783K 0.02%
12,925
+1,822
277
$772K 0.02%
+17,391
278
$770K 0.02%
12,175
+2,405
279
$769K 0.02%
5,107
+6
280
$768K 0.02%
4,120
-23
281
$760K 0.02%
10,067
+12
282
$754K 0.02%
5,294
-342
283
$753K 0.02%
5,096
+210
284
$750K 0.02%
2,607
-122
285
$749K 0.02%
1,615
-30
286
$749K 0.02%
23,375
+2,910
287
$739K 0.02%
8,734
+351
288
$733K 0.02%
14,987
+3,650
289
$728K 0.02%
6,316
-1,077
290
$727K 0.02%
8,468
+2,435
291
$719K 0.02%
7,231
+2,000
292
$718K 0.02%
5,405
-678
293
$715K 0.02%
817
+5
294
$706K 0.02%
5,086
+510
295
$694K 0.02%
12,158
+114
296
$691K 0.02%
6,006
+2,849
297
$688K 0.02%
3,606
+78
298
$688K 0.02%
4,710
-130
299
$684K 0.02%
3,936
+58
300
$679K 0.02%
3,191
-498
10 11
12
13 14