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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$448K 0.01%
3,516
+140
377
$447K 0.01%
6,812
-2,181
378
$442K 0.01%
3,109
+29
379
$441K 0.01%
4,186
+161
380
$441K 0.01%
12,185
-56
381
$440K 0.01%
3,942
+1,176
382
$439K 0.01%
367
+11
383
$439K 0.01%
30,892
+17
384
$438K 0.01%
7,297
+127
385
$435K 0.01%
10,972
386
$430K 0.01%
6,709
+299
387
$429K 0.01%
11,869
388
$428K 0.01%
6,935
-337
389
$425K 0.01%
6,761
+1,229
390
$425K 0.01%
128,803
391
$424K 0.01%
13,754
+6,318
392
$424K 0.01%
29,782
-734
393
$424K 0.01%
2,579
+338
394
$424K 0.01%
5,933
+321
395
$423K 0.01%
6,856
+540
396
$422K 0.01%
5,339
-121
397
$413K 0.01%
1,107
+53
398
$412K 0.01%
7,924
399
$410K 0.01%
20,309
+9,114
400
$410K 0.01%
17,391
14 15
16
17 18