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
401
$409K 0.01%
3,361
-16
402
$408K 0.01%
3,369
-151
403
$407K 0.01%
12,402
-324
404
$404K 0.01%
6,885
+114
405
$403K 0.01%
5,459
-213
406
$402K 0.01%
13,948
+215
407
$396K 0.01%
+11,164
408
$395K 0.01%
14,436
+3,547
409
$394K 0.01%
2,730
+59
410
$390K 0.01%
993
+86
411
$390K 0.01%
5,044
-261
412
$387K 0.01%
+5,621
413
$386K 0.01%
6,431
+1,178
414
$382K 0.01%
+4,877
415
$376K 0.01%
+2,243
416
$373K 0.01%
6,260
-560
417
$367K 0.01%
5,492
-79
418
$366K 0.01%
4,556
-506
419
$366K 0.01%
3,674
+63
420
$366K 0.01%
+8,820
421
$365K 0.01%
1,596
+2
422
$362K 0.01%
+4,540
423
$360K 0.01%
8,894
+554
424
$354K 0.01%
8,415
-1,118
425
$354K 0.01%
6,886
-364
15 16
17
18 19