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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$385K 0.01%
5,396
-144
427
$375K 0.01%
+760
428
$367K 0.01%
807
+64
429
$367K 0.01%
6,009
+292
430
$365K 0.01%
283
+14
431
$361K 0.01%
33,641
-3,040
432
$360K 0.01%
6,988
-1,367
433
$359K 0.01%
3,055
+409
434
$359K 0.01%
3,452
+70
435
$358K 0.01%
10,220
+4,556
436
$356K 0.01%
1,262
-15
437
$354K 0.01%
6,182
+250
438
$353K 0.01%
+6,710
439
$352K 0.01%
3,375
-25
440
$350K 0.01%
1,761
-197
441
$348K 0.01%
4,114
+669
442
$348K 0.01%
+14,408
443
$345K 0.01%
4,536
-347
444
$339K 0.01%
6,900
+300
445
$338K 0.01%
6,952
-241
446
$336K 0.01%
6,700
-886
447
$335K 0.01%
2,347
-191
448
$332K 0.01%
+4,246
449
$331K 0.01%
5,363
+964
450
$330K 0.01%
12,177
+5,063
16 17
18
19 20