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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$354K 0.01%
26,514
427
$351K 0.01%
2,861
+20
428
$349K 0.01%
2,336
-229
429
$348K 0.01%
14,733
+92
430
$344K 0.01%
2,048
-87
431
$344K 0.01%
2,689
+16
432
$344K 0.01%
2,684
+1,072
433
$343K 0.01%
2,979
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434
$342K 0.01%
11,579
+4,740
435
$341K 0.01%
1,711
-13
436
$340K 0.01%
11,275
+440
437
$339K 0.01%
2,994
438
$339K 0.01%
2,226
439
$339K 0.01%
5,262
+1,377
440
$338K 0.01%
1,364
+52
441
$338K 0.01%
15,860
442
$336K 0.01%
8,118
443
$334K 0.01%
4,913
-1,586
444
$334K 0.01%
5,069
+537
445
$333K 0.01%
3,857
446
$332K 0.01%
5,250
-2,350
447
$331K 0.01%
1,455
+70
448
$326K 0.01%
8,633
449
$325K 0.01%
1,685
-227
450
$324K 0.01%
4,406
+488
16 17
18
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