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
376
$473K 0.01%
6,869
+686
377
$467K 0.01%
5,571
+33
378
$466K 0.01%
23,676
-76
379
$466K 0.01%
7,272
+2,210
380
$465K 0.01%
10,972
381
$461K 0.01%
+20,225
382
$457K 0.01%
25,032
+7,083
383
$456K 0.01%
2,745
384
$450K 0.01%
12,241
+3,009
385
$449K 0.01%
5,460
+19
386
$446K 0.01%
6,499
387
$446K 0.01%
128,803
388
$445K 0.01%
11,869
+3
389
$445K 0.01%
3,520
+78
390
$445K 0.01%
30,516
+1,002
391
$439K 0.01%
21,767
+7,471
392
$438K 0.01%
6,410
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393
$433K 0.01%
7,170
+3,315
394
$431K 0.01%
3,743
-12
395
$425K 0.01%
3,376
+131
396
$424K 0.01%
12,726
+346
397
$423K 0.01%
9,533
+2,865
398
$422K 0.01%
356
-26
399
$422K 0.01%
4,025
+8
400
$420K 0.01%
13,398
-802
14 15
16
17 18