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
301
$1.17M 0.01%
4,802
-68
302
$1.17M 0.01%
18,633
+7
303
$1.17M 0.01%
16,127
+417
304
$1.16M 0.01%
16,968
+168
305
$1.16M 0.01%
+4,003
306
$1.15M 0.01%
8,288
+91
307
$1.15M 0.01%
77,953
308
$1.15M 0.01%
4,706
+833
309
$1.14M 0.01%
18,410
+3,485
310
$1.11M 0.01%
7,388
+108
311
$1.11M 0.01%
3,635
-55
312
$1.11M 0.01%
90,747
+11,016
313
$1.1M 0.01%
19,789
+6,538
314
$1.09M 0.01%
50,245
+1,601
315
$1.06M 0.01%
8,203
-160
316
$1.04M 0.01%
50,083
-19,951
317
$1.04M 0.01%
9,954
+944
318
$1.03M 0.01%
39,468
-2,873
319
$1.03M 0.01%
10,374
+5,492
320
$1.02M 0.01%
30,204
-12,970
321
$1.02M 0.01%
24,079
-4,588
322
$1.01M 0.01%
31,000
323
$997K 0.01%
7,121
+10
324
$996K 0.01%
33,097
-959
325
$994K 0.01%
8,506
+425
11 12
13
14 15