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
326
$581K 0.01%
5,672
+261
327
$573K 0.01%
3,304
-2
328
$561K 0.01%
+25,969
329
$554K 0.01%
20,000
330
$549K 0.01%
8,480
331
$548K 0.01%
1,594
332
$547K 0.01%
14,918
-1,264
333
$541K 0.01%
7,726
334
$537K 0.01%
10,010
+474
335
$534K 0.01%
8,103
-2,325
336
$533K 0.01%
4,870
+23
337
$533K 0.01%
+10,015
338
$528K 0.01%
5,183
+9
339
$528K 0.01%
8,538
340
$528K 0.01%
4,921
-3
341
$527K 0.01%
16,430
342
$526K 0.01%
7,335
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343
$526K 0.01%
8,428
-2,587
344
$524K 0.01%
3,435
-4,029
345
$519K 0.01%
8,595
+19
346
$518K 0.01%
4,578
+64
347
$517K 0.01%
2,873
-403
348
$515K 0.01%
269
349
$514K 0.01%
8,784
+993
350
$513K 0.01%
1,976
-292
12 13
14
15 16