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
301
$723K 0.01%
1,544
+73
302
$723K 0.01%
+22,105
303
$716K 0.01%
1,175
+287
304
$716K 0.01%
3,496
+354
305
$715K 0.01%
2,974
+179
306
$711K 0.01%
8,645
-32
307
$709K 0.01%
23,905
+15
308
$695K 0.01%
7,522
309
$690K 0.01%
7,582
+1,367
310
$688K 0.01%
50,091
311
$687K 0.01%
15,566
+6,106
312
$685K 0.01%
2,836
+27
313
$682K 0.01%
7,300
-5,228
314
$674K 0.01%
23,900
+5,673
315
$672K 0.01%
10,822
-428
316
$669K 0.01%
12,300
+59
317
$665K 0.01%
4,821
+2,155
318
$656K 0.01%
3,293
+183
319
$653K 0.01%
13,663
-223
320
$642K 0.01%
27,000
321
$640K 0.01%
5,436
+3,571
322
$640K 0.01%
47,722
-3,104
323
$637K 0.01%
9,264
+880
324
$627K 0.01%
5,511
+462
325
$621K 0.01%
14,966
11 12
13
14 15