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
376
$496K 0.01%
6,067
+1,008
377
$494K 0.01%
16,252
+32
378
$493K 0.01%
5,154
-716
379
$489K 0.01%
6,031
+1,682
380
$482K 0.01%
5,978
+159
381
$476K 0.01%
8,827
+5,067
382
$475K 0.01%
8,626
+1,254
383
$472K 0.01%
9,031
+1,063
384
$471K 0.01%
4,428
+286
385
$468K 0.01%
6,698
+564
386
$461K 0.01%
2,570
+131
387
$459K 0.01%
4,060
+565
388
$449K 0.01%
10,123
389
$447K 0.01%
+8,838
390
$447K 0.01%
346
+1
391
$444K 0.01%
3,422
+75
392
$442K 0.01%
1,878
+295
393
$441K 0.01%
15,546
-806
394
$439K 0.01%
917
+67
395
$437K 0.01%
3,336
+515
396
$435K 0.01%
6,766
+2,410
397
$435K 0.01%
3,271
-100
398
$434K 0.01%
4,485
+772
399
$429K 0.01%
23,644
+10,318
400
$427K 0.01%
3,130
-577
14 15
16
17 18