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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$991K 0.01%
6,831
-3,196
327
$988K 0.01%
+16,496
328
$986K 0.01%
17,012
-837
329
$974K 0.01%
8,305
-3
330
$973K 0.01%
15,360
+315
331
$966K 0.01%
13,128
+465
332
$964K 0.01%
12,208
+3,290
333
$962K 0.01%
4,016
-102
334
$962K 0.01%
30,829
+1,255
335
$931K 0.01%
12,292
+7
336
$912K 0.01%
9,717
+154
337
$910K 0.01%
58,924
+13,553
338
$901K 0.01%
3,470
+40
339
$895K 0.01%
34,290
-15,402
340
$893K 0.01%
+8,249
341
$892K 0.01%
7,654
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342
$886K 0.01%
11,354
+145
343
$881K 0.01%
8,399
+2,946
344
$873K 0.01%
63,279
+819
345
$868K 0.01%
20,705
346
$863K 0.01%
3,444
+1,565
347
$863K 0.01%
13,243
+388
348
$855K 0.01%
18,700
+150
349
$854K 0.01%
18,570
+605
350
$853K 0.01%
33,411
+162
12 13
14
15 16