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
376
$400K 0.02%
6,183
-546
377
$398K 0.02%
3,442
+1,096
378
$398K 0.02%
2,254
379
$397K 0.02%
12,380
+1,321
380
$397K 0.02%
16,000
-4,000
381
$392K 0.02%
5,266
-3,865
382
$391K 0.02%
6,820
-250
383
$389K 0.02%
+6,393
384
$388K 0.02%
6,499
+13
385
$388K 0.02%
3,755
+53
386
$387K 0.02%
6,987
387
$380K 0.02%
8,149
388
$380K 0.02%
4,017
-209
389
$379K 0.02%
3,245
-190
390
$377K 0.02%
1,050
-33
391
$373K 0.02%
1,911
-16
392
$372K 0.02%
5,906
-919
393
$367K 0.02%
1,811
-248
394
$365K 0.02%
5,081
-71
395
$365K 0.02%
9,899
+2,324
396
$362K 0.02%
3,549
397
$361K 0.02%
3,857
-50
398
$359K 0.02%
31,075
-25
399
$359K 0.02%
25,670
+7,318
400
$356K 0.02%
+2,686
14 15
16
17 18