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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$512K 0.01%
+45,037
352
$511K 0.01%
7,346
353
$510K 0.01%
4,374
-991
354
$507K 0.01%
3,287
-500
355
$507K 0.01%
13,800
-2,665
356
$507K 0.01%
22,000
+6,000
357
$506K 0.01%
5,305
+21
358
$504K 0.01%
+7,614
359
$503K 0.01%
1,326
+80
360
$503K 0.01%
7,600
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361
$503K 0.01%
30,875
-11
362
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1,379
-26
363
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37,777
-154
364
$498K 0.01%
33,000
365
$496K 0.01%
5,642
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366
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5,123
+1,237
367
$485K 0.01%
20,297
368
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2,566
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369
$483K 0.01%
2,705
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370
$483K 0.01%
2,056
+126
371
$482K 0.01%
15,550
+1,250
372
$481K 0.01%
3,080
+292
373
$478K 0.01%
3,377
+45
374
$475K 0.01%
3,516
+20
375
$474K 0.01%
17,996
+734
13 14
15
16 17