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
401
$426K 0.01%
15,981
-44
402
$426K 0.01%
5,476
+362
403
$423K 0.01%
+32,438
404
$422K 0.01%
2,147
+548
405
$422K 0.01%
4,016
+958
406
$416K 0.01%
6,048
+670
407
$415K 0.01%
23,361
408
$412K 0.01%
7,616
-205
409
$412K 0.01%
7,375
+1,968
410
$404K 0.01%
4,249
-7
411
$403K 0.01%
15,400
-1,150
412
$401K 0.01%
3,568
+141
413
$399K 0.01%
17,136
-387
414
$399K 0.01%
23,042
+1,611
415
$396K 0.01%
5,268
+32
416
$396K 0.01%
10,766
+230
417
$395K 0.01%
5,981
-92
418
$395K 0.01%
184
+64
419
$394K 0.01%
13,979
420
$391K 0.01%
10,465
+2,223
421
$389K 0.01%
5,829
-389
422
$388K 0.01%
39,138
+1,284
423
$388K 0.01%
7,375
-538
424
$386K 0.01%
2,740
+19
425
$386K 0.01%
29,073
+4,545
15 16
17
18 19