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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$619K 0.01%
11,834
-278
327
$616K 0.01%
4,041
+2
328
$615K 0.01%
29,141
+464
329
$613K 0.01%
2,590
-264
330
$603K 0.01%
2,539
+10
331
$597K 0.01%
9,520
+4,151
332
$597K 0.01%
4,652
+1,013
333
$596K 0.01%
14,160
+825
334
$595K 0.01%
6,468
+546
335
$593K 0.01%
34,947
+13,767
336
$593K 0.01%
8,386
+69
337
$591K 0.01%
5,292
-2,384
338
$589K 0.01%
5,801
+2,062
339
$589K 0.01%
+5,348
340
$588K 0.01%
9,230
+55
341
$588K 0.01%
18,683
+1,912
342
$581K 0.01%
9,919
-235
343
$580K 0.01%
10,980
-8
344
$571K 0.01%
4,329
+200
345
$571K 0.01%
76,949
346
$568K 0.01%
8,322
+785
347
$563K 0.01%
5,536
-620
348
$562K 0.01%
5,340
+734
349
$561K 0.01%
19,377
+11,617
350
$559K 0.01%
7,741
+15
12 13
14
15 16