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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$368K 0.01%
2,210
-33
427
$368K 0.01%
5,492
428
$366K 0.01%
9,218
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429
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-34
431
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19,175
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432
$361K 0.01%
2,348
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433
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434
$360K 0.01%
3,298
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435
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4,438
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436
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437
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438
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4,846
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439
$352K 0.01%
654
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440
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6,023
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444
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26,514
445
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446
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1,500
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7,147
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448
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+6,534
449
$340K 0.01%
8,118
450
$336K 0.01%
1,524
-161
16 17
18
19 20