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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$312K 0.02%
2,226
427
$312K 0.02%
3,899
-378
428
$311K 0.02%
6,668
-113
429
$311K 0.02%
7,141
-5,491
430
$311K 0.02%
6,596
-293
431
$311K 0.02%
5,062
+1,426
432
$309K 0.02%
17,949
+4,260
433
$308K 0.02%
2,148
+11
434
$306K 0.02%
5,265
435
$306K 0.02%
3,274
-727
436
$301K 0.01%
7,500
437
$299K 0.01%
6,580
-30
438
$295K 0.01%
14,296
-1,992
439
$295K 0.01%
5,645
-86
440
$294K 0.01%
5,449
+111
441
$293K 0.01%
2,591
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442
$291K 0.01%
11,961
-2,283
443
$290K 0.01%
2,563
-221
444
$288K 0.01%
+5,014
445
$288K 0.01%
4,548
446
$286K 0.01%
487
447
$284K 0.01%
1,603
-49
448
$283K 0.01%
8,655
449
$282K 0.01%
+2,706
450
$282K 0.01%
4,634
-605
16 17
18
19 20