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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$687K 0.01%
8,610
+72
302
$686K 0.01%
15,045
+58
303
$683K 0.01%
5,250
-1,062
304
$681K 0.01%
3,945
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305
$670K 0.01%
2,618
+11
306
$666K 0.01%
6,333
+661
307
$665K 0.01%
11,730
308
$657K 0.01%
1,707
-349
309
$654K 0.01%
9,205
+204
310
$651K 0.01%
7,319
+36
311
$647K 0.01%
4,770
+60
312
$646K 0.01%
18,210
+4,410
313
$643K 0.01%
9,829
-139
314
$636K 0.01%
11,052
-1,123
315
$629K 0.01%
4,385
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316
$626K 0.01%
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317
$625K 0.01%
10,743
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318
$624K 0.01%
8,598
+1,263
319
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3,174
-17
320
$609K 0.01%
4,376
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321
$602K 0.01%
12,166
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322
$599K 0.01%
3,287
+721
323
$596K 0.01%
1,417
-198
324
$594K 0.01%
12,446
+467
325
$594K 0.01%
2,253
+277
11 12
13
14 15