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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$359K 0.01%
26,514
427
$359K 0.01%
+8,099
428
$358K 0.01%
5,532
+111
429
$354K 0.01%
14,641
-682
430
$351K 0.01%
+1,385
431
$351K 0.01%
24,577
-1,093
432
$350K 0.01%
2,135
+104
433
$346K 0.01%
2,241
+93
434
$346K 0.01%
+3,271
435
$345K 0.01%
2,673
-13
436
$344K 0.01%
2,994
-204
437
$342K 0.01%
2,555
-40
438
$340K 0.01%
4,363
439
$339K 0.01%
+1,661
440
$339K 0.01%
2,932
+341
441
$339K 0.01%
2,226
442
$338K 0.01%
15,860
443
$334K 0.01%
+4,953
444
$334K 0.01%
5,638
+624
445
$331K 0.01%
5,560
+333
446
$330K 0.01%
1,724
-187
447
$327K 0.01%
+10,835
448
$324K 0.01%
+8,633
449
$324K 0.01%
3,180
-369
450
$322K 0.01%
5,265
16 17
18
19 20