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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$660K 0.02%
11,730
302
$660K 0.02%
9,001
+88
303
$659K 0.02%
4,449
-537
304
$657K 0.02%
10,517
-424
305
$651K 0.02%
9,968
306
$650K 0.02%
28,386
-434
307
$647K 0.02%
12,398
-3,047
308
$643K 0.02%
20,336
+1,150
309
$640K 0.02%
4,570
-877
310
$634K 0.02%
19,565
+5,194
311
$632K 0.02%
6,318
-2,018
312
$631K 0.02%
2,664
+30
313
$628K 0.02%
11,264
+283
314
$626K 0.02%
4,385
-966
315
$621K 0.02%
7,283
-910
316
$605K 0.01%
8,993
+3,087
317
$604K 0.01%
15,093
+8,899
318
$596K 0.01%
11,979
+1,363
319
$596K 0.01%
8,668
+493
320
$595K 0.01%
55,986
-7,356
321
$594K 0.01%
27,000
322
$593K 0.01%
3,959
+206
323
$590K 0.01%
2,371
+9
324
$586K 0.01%
8,033
+1,113
325
$584K 0.01%
3,173
11 12
13
14 15