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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$818K 0.02%
23,723
+3,387
277
$817K 0.02%
15,991
+700
278
$814K 0.02%
5,499
+1,960
279
$811K 0.02%
7,522
-428
280
$782K 0.02%
5,234
+664
281
$781K 0.02%
26,914
282
$780K 0.02%
15,306
-8,739
283
$767K 0.02%
3,414
+69
284
$766K 0.02%
27,986
-596
285
$762K 0.02%
908
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286
$758K 0.02%
10,055
-12
287
$746K 0.02%
19,867
+4,949
288
$742K 0.02%
12,363
-562
289
$732K 0.02%
5,687
+393
290
$722K 0.01%
4,838
+389
291
$722K 0.01%
5,481
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292
$721K 0.01%
3,600
+936
293
$721K 0.01%
13,613
-5,680
294
$721K 0.01%
31,582
+3,196
295
$715K 0.01%
4,074
+770
296
$706K 0.01%
8,695
-39
297
$701K 0.01%
3,582
-24
298
$692K 0.01%
7,712
+2,302
299
$690K 0.01%
7,210
-21
300
$687K 0.01%
17,267
+2,174
10 11
12
13 14