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
401
$420K 0.01%
4,578
+338
402
$415K 0.01%
6,771
-216
403
$415K 0.01%
7,924
+138
404
$410K 0.01%
6,820
405
$410K 0.01%
1,897
+86
406
$410K 0.01%
5,612
-548
407
$409K 0.01%
3,857
408
$408K 0.01%
5,062
+2,250
409
$402K 0.01%
2,671
+320
410
$402K 0.01%
1,054
+4
411
$399K 0.01%
5,109
+28
412
$397K 0.01%
+907
413
$389K 0.01%
7,342
+793
414
$386K 0.01%
5,672
+27
415
$385K 0.01%
7,250
-1,730
416
$378K 0.01%
8,149
417
$378K 0.01%
6,316
-77
418
$377K 0.01%
13,733
+4,637
419
$373K 0.01%
+2,565
420
$370K 0.01%
2,841
+7
421
$370K 0.01%
3,611
422
$367K 0.01%
1,912
-1,427
423
$365K 0.01%
1,404
424
$363K 0.01%
7,934
+91
425
$362K 0.01%
6,431
15 16
17
18 19