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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$582K 0.03%
+3,878
302
$578K 0.03%
2,177
-15
303
$576K 0.03%
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-572
304
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306
$567K 0.03%
16,465
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307
$565K 0.03%
3,753
-31
308
$552K 0.03%
2,268
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309
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16,182
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310
$549K 0.03%
2,362
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311
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3,339
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312
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8,980
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313
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16,430
314
$536K 0.03%
4,840
+150
315
$532K 0.03%
3,306
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316
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318
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3,173
319
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4,090
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320
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321
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8,175
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322
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+4,913
323
$516K 0.03%
20,297
-7,007
324
$511K 0.03%
23,752
+753
325
$510K 0.03%
6,815
-928
11 12
13
14 15