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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$632K 0.01%
+20,209
327
$629K 0.01%
3,620
+129
328
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10,987
-65
329
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10,117
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330
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331
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3,058
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332
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333
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10,987
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334
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5,061
-8,087
335
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336
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17,719
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337
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5,033
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338
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339
$595K 0.01%
2,344
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340
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12,557
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4,500
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343
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344
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16,220
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345
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2,654
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346
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17,301
+4,899
347
$560K 0.01%
3,468
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348
$559K 0.01%
8,734
+159
349
$559K 0.01%
7,276
-43
350
$547K 0.01%
8,086
-155
12 13
14
15 16