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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.44M 0.02%
5,030
+13
277
$1.43M 0.02%
56,995
+49,184
278
$1.42M 0.02%
10,632
-527
279
$1.4M 0.02%
18,325
-1,464
280
$1.39M 0.02%
9,461
+2,742
281
$1.39M 0.02%
13,621
+236
282
$1.39M 0.02%
7,745
+82
283
$1.36M 0.02%
16,512
+5,207
284
$1.36M 0.02%
25,352
285
$1.34M 0.02%
10,411
-230
286
$1.33M 0.02%
9,060
+2,808
287
$1.33M 0.02%
2,393
+147
288
$1.31M 0.02%
8,742
-514
289
$1.3M 0.02%
25,684
+15,300
290
$1.29M 0.02%
12,473
+4
291
$1.25M 0.01%
15,105
-100
292
$1.24M 0.01%
8,760
+521
293
$1.24M 0.01%
29,013
-1,104
294
$1.23M 0.01%
6,206
-668
295
$1.23M 0.01%
7,793
-2,627
296
$1.22M 0.01%
52,922
+1,857
297
$1.21M 0.01%
37,500
+444
298
$1.21M 0.01%
17,486
+11,231
299
$1.21M 0.01%
12,016
+24
300
$1.18M 0.01%
12,961
+2,716
10 11
12
13 14