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
351
$557K 0.01%
+23,855
352
$556K 0.01%
14,019
-131
353
$554K 0.01%
10,739
-84
354
$553K 0.01%
55,369
-1,488
355
$553K 0.01%
6,036
+340
356
$550K 0.01%
8,207
+139
357
$549K 0.01%
50,644
+36,947
358
$544K 0.01%
3,502
+151
359
$543K 0.01%
4,284
+268
360
$541K 0.01%
12,923
+492
361
$538K 0.01%
11,693
+947
362
$538K 0.01%
+40,115
363
$536K 0.01%
8,828
-797
364
$533K 0.01%
8,487
+1,376
365
$530K 0.01%
8,346
+1,000
366
$526K 0.01%
12,489
-5,562
367
$525K 0.01%
4,614
+136
368
$524K 0.01%
11,460
369
$516K 0.01%
3,270
-97
370
$515K 0.01%
1,732
-81
371
$506K 0.01%
3,172
+824
372
$503K 0.01%
10,627
+839
373
$501K 0.01%
3,659
374
$499K 0.01%
7,875
-2,180
375
$497K 0.01%
10,255
+188
13 14
15
16 17