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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$423K 0.01%
22,184
-1,987
402
$418K 0.01%
2,364
-366
403
$417K 0.01%
15,672
+1,236
404
$410K 0.01%
12,606
-1,342
405
$410K 0.01%
4,414
+1,893
406
$408K 0.01%
2,535
-1,410
407
$406K 0.01%
5,609
+347
408
$404K 0.01%
10,972
409
$402K 0.01%
10,824
-340
410
$400K 0.01%
3,770
+1,403
411
$391K 0.01%
4,861
-1,072
412
$387K 0.01%
3,164
+170
413
$386K 0.01%
2,359
+6
414
$385K 0.01%
6,591
-10,206
415
$384K 0.01%
+5,831
416
$383K 0.01%
2,484
-200
417
$379K 0.01%
921
-496
418
$378K 0.01%
3,065
-44
419
$376K 0.01%
2,355
-126
420
$375K 0.01%
6,510
-199
421
$373K 0.01%
6,306
-1,383
422
$372K 0.01%
4,896
-173
423
$369K 0.01%
4,301
-255
424
$369K 0.01%
1,370
+6
425
$369K 0.01%
15,860
15 16
17
18 19