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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$857K 0.02%
14,566
-2,668
277
$849K 0.02%
7,220
-586
278
$844K 0.02%
30,837
+22,773
279
$842K 0.02%
2,767
+149
280
$841K 0.02%
5,039
-195
281
$836K 0.02%
3,833
+419
282
$835K 0.02%
4,832
-6
283
$830K 0.02%
5,277
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284
$828K 0.02%
7,249
-1,967
285
$827K 0.02%
3,601
+1
286
$813K 0.02%
5,588
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287
$784K 0.02%
29,740
-1,842
288
$783K 0.02%
9,503
+1,532
289
$780K 0.02%
10,760
+2,361
290
$776K 0.02%
26,914
291
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10,055
292
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8,280
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293
$762K 0.01%
19,507
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294
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11,730
295
$753K 0.01%
39,613
-5,609
296
$750K 0.01%
11,095
-1,268
297
$750K 0.01%
2,485
+114
298
$736K 0.01%
9,677
-152
299
$733K 0.01%
8,592
-6
300
$733K 0.01%
11,052
+309
10 11
12
13 14