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
351
$849K 0.01%
23,662
+402
352
$849K 0.01%
9,334
+335
353
$846K 0.01%
1,794
-15
354
$833K 0.01%
1,800
-53
355
$829K 0.01%
+22,940
356
$824K 0.01%
10,141
+171
357
$818K 0.01%
29,189
-365
358
$809K 0.01%
5,153
-1,620
359
$792K 0.01%
2,053
+231
360
$790K 0.01%
4,170
+187
361
$782K 0.01%
5,735
+1,491
362
$772K 0.01%
4,054
-287
363
$768K 0.01%
4,828
-121
364
$760K 0.01%
2,776
+236
365
$759K 0.01%
10,257
+125
366
$746K 0.01%
10,944
+234
367
$745K 0.01%
3,538
+583
368
$742K 0.01%
8,680
369
$736K 0.01%
50,091
370
$733K 0.01%
2,447
-30
371
$730K 0.01%
13,320
+368
372
$726K 0.01%
3,679
+63
373
$725K 0.01%
875
+77
374
$717K 0.01%
600
-2
375
$717K 0.01%
1,761
+251
13 14
15
16 17