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
351
$546K 0.01%
1,054
+61
352
$545K 0.01%
7,586
-894
353
$544K 0.01%
15,550
-350
354
$542K 0.01%
7,346
355
$538K 0.01%
4,095
-1,036
356
$536K 0.01%
2,005
-248
357
$535K 0.01%
27,000
358
$531K 0.01%
14,621
-685
359
$528K 0.01%
36,123
+3,123
360
$522K 0.01%
37,467
-1,391
361
$517K 0.01%
2,048
+593
362
$513K 0.01%
23,361
+3,064
363
$510K 0.01%
3,371
-50
364
$503K 0.01%
4,207
+265
365
$502K 0.01%
4,886
+16
366
$501K 0.01%
20,000
367
$499K 0.01%
3,541
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368
$498K 0.01%
4,078
-108
369
$496K 0.01%
7,270
+458
370
$496K 0.01%
9,953
+644
371
$495K 0.01%
+5,043
372
$495K 0.01%
13,561
+1,376
373
$488K 0.01%
2,807
+62
374
$488K 0.01%
30,962
+1,180
375
$486K 0.01%
8,074
+150
13 14
15
16 17