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
326
$592K 0.01%
11,355
+1,345
327
$588K 0.01%
8,399
-69
328
$584K 0.01%
4,903
-50
329
$579K 0.01%
3,352
+179
330
$578K 0.01%
15,900
+350
331
$578K 0.01%
5,131
+1,860
332
$567K 0.01%
5,533
+350
333
$567K 0.01%
5,041
+120
334
$564K 0.01%
1,492
+166
335
$563K 0.01%
38,858
+1,081
336
$563K 0.01%
26,139
+170
337
$560K 0.01%
10,009
-1,255
338
$559K 0.01%
5,590
-728
339
$556K 0.01%
3,291
+4
340
$556K 0.01%
8,480
341
$546K 0.01%
19,189
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342
$545K 0.01%
5,677
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343
$541K 0.01%
16,430
344
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9,309
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345
$535K 0.01%
7,777
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346
$534K 0.01%
55,766
-220
347
$531K 0.01%
27,000
348
$530K 0.01%
8,575
-20
349
$529K 0.01%
3,491
+1,520
350
$529K 0.01%
8,759
+91
12 13
14
15 16