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
401
$351K 0.02%
7,843
-141
402
$350K 0.02%
3,198
+419
403
$350K 0.02%
8,832
+79
404
$349K 0.02%
4,051
-6,105
405
$346K 0.02%
1,512
406
$345K 0.02%
6,431
407
$344K 0.02%
26,514
408
$344K 0.02%
1,404
409
$342K 0.02%
3,157
410
$341K 0.02%
2,800
411
$341K 0.02%
3,886
412
$334K 0.02%
5,421
-31
413
$331K 0.02%
2,351
-173
414
$331K 0.02%
4,998
+671
415
$329K 0.02%
4,240
+872
416
$326K 0.02%
9,232
+1,513
417
$323K 0.02%
4,363
-38
418
$322K 0.02%
3,611
419
$322K 0.02%
8,957
+739
420
$322K 0.02%
6,549
-3,513
421
$317K 0.02%
6,569
-72
422
$316K 0.02%
2,595
-346
423
$313K 0.02%
1,436
424
$313K 0.02%
15,860
425
$313K 0.02%
6,831
-112
15 16
17
18 19