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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$531K 0.01%
9,230
-2
427
$529K 0.01%
7,339
+948
428
$526K 0.01%
14,453
429
$524K 0.01%
7,896
+1,435
430
$523K 0.01%
7,771
+1,770
431
$522K 0.01%
26,849
+2,421
432
$520K 0.01%
22,288
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433
$519K 0.01%
7,159
-739
434
$518K 0.01%
3,631
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435
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3,765
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436
$516K 0.01%
3,909
+229
437
$511K 0.01%
3,297
-296
438
$509K 0.01%
14,450
+1,094
439
$507K 0.01%
22,949
+1,678
440
$507K 0.01%
4,356
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441
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442
$503K 0.01%
6,206
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443
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4,018
-1,210
444
$503K 0.01%
2,993
445
$497K 0.01%
3,537
-138
446
$492K 0.01%
10,123
447
$487K 0.01%
7,223
+236
448
$484K 0.01%
7,876
+288
449
$483K 0.01%
23,394
-11,112
450
$481K 0.01%
5,630
-55
16 17
18
19 20