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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$889K 0.02%
2,725
+411
277
$868K 0.02%
60,772
-3,000
278
$868K 0.02%
10,259
+753
279
$860K 0.02%
77,310
+8,767
280
$857K 0.02%
15,483
+4,008
281
$850K 0.02%
+5,028
282
$834K 0.02%
4,311
+383
283
$833K 0.02%
35,382
+8,468
284
$832K 0.02%
2,371
-214
285
$829K 0.02%
30,500
-1,412
286
$820K 0.02%
8,244
+5,055
287
$803K 0.02%
18,997
+1,691
288
$795K 0.02%
4,815
+436
289
$788K 0.02%
30,398
+109
290
$784K 0.02%
9,804
291
$775K 0.02%
23,627
+6,014
292
$769K 0.02%
8,408
+5,293
293
$765K 0.02%
6,290
+311
294
$764K 0.02%
12,977
-1,322
295
$762K 0.02%
4,432
+398
296
$745K 0.01%
5,913
+1,214
297
$744K 0.01%
4,776
+134
298
$735K 0.01%
8,934
+384
299
$728K 0.01%
4,891
+1,550
300
$725K 0.01%
1,503
+200
10 11
12
13 14