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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$635K 0.01%
8,016
-417
402
$632K 0.01%
5,203
-25
403
$631K 0.01%
6,082
+265
404
$630K 0.01%
10,555
-209
405
$626K 0.01%
5,678
+1,478
406
$615K 0.01%
8,520
+272
407
$613K 0.01%
3,702
408
$608K 0.01%
5,108
-154
409
$608K 0.01%
8,049
+2,503
410
$605K 0.01%
30,561
-487
411
$597K 0.01%
2,641
-251
412
$597K 0.01%
16,102
-829
413
$589K 0.01%
1,430
-31
414
$581K 0.01%
3,247
+1,071
415
$577K 0.01%
17,923
-1,202
416
$572K 0.01%
38,073
+431
417
$564K 0.01%
32,861
+2,983
418
$553K 0.01%
3,366
-11
419
$551K 0.01%
14,671
+1,031
420
$545K 0.01%
12,031
-3,552
421
$545K 0.01%
5,839
+769
422
$539K 0.01%
4,426
-66
423
$537K 0.01%
+53,869
424
$532K 0.01%
7,119
-3
425
$532K 0.01%
1,135
+277
15 16
17
18 19