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
326
$505K 0.02%
4,847
-1,469
327
$504K 0.02%
7,598
-198
328
$493K 0.02%
5,411
+419
329
$492K 0.02%
+269
330
$492K 0.02%
6,033
-407
331
$492K 0.02%
11,337
+1,100
332
$491K 0.02%
33,000
333
$491K 0.02%
5,284
-216
334
$489K 0.02%
8,480
335
$488K 0.02%
9,536
-74
336
$488K 0.02%
7,346
337
$486K 0.02%
63,342
+310
338
$483K 0.02%
4,924
+141
339
$478K 0.02%
20,000
340
$476K 0.02%
5,174
+339
341
$474K 0.02%
10,616
+173
342
$469K 0.02%
3,332
-20
343
$465K 0.02%
14,371
-822
344
$465K 0.02%
29,514
+256
345
$464K 0.02%
37,931
+232
346
$461K 0.02%
4,514
-344
347
$459K 0.02%
8,576
-570
348
$458K 0.02%
17,262
+6,436
349
$458K 0.02%
8,538
-12
350
$458K 0.02%
10,972
+5,332
12 13
14
15 16