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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$455K 0.02%
1,405
-246
352
$451K 0.02%
3,496
+211
353
$442K 0.02%
6,920
-47
354
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+14,200
355
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382
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356
$435K 0.02%
6,925
-149
357
$433K 0.02%
2,788
-231
358
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5,365
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359
$432K 0.02%
5,628
-52
360
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5,538
-784
361
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2,745
362
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10,882
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363
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7,786
-15
364
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6,160
365
$426K 0.02%
11,866
-465
366
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367
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368
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+20
369
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15,323
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370
$410K 0.02%
6,210
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371
$408K 0.02%
1,246
+362
372
$407K 0.02%
2,834
-264
373
$406K 0.02%
14,300
-1,100
374
$405K 0.02%
14,072
375
$404K 0.02%
128,803
13 14
15
16 17