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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$279K 0.01%
+5,227
452
$279K 0.01%
2,608
453
$276K 0.01%
+651
454
$274K 0.01%
8,925
455
$273K 0.01%
3,154
-69
456
$271K 0.01%
10,200
+200
457
$269K 0.01%
2,031
458
$269K 0.01%
+2,361
459
$268K 0.01%
11,037
-3,100
460
$268K 0.01%
3,876
-1,602
461
$266K 0.01%
3,318
-9,902
462
$266K 0.01%
4,886
+66
463
$263K 0.01%
2,739
464
$262K 0.01%
1,217
-171
465
$260K 0.01%
5,222
+954
466
$256K 0.01%
1,620
+177
467
$255K 0.01%
9,720
468
$253K 0.01%
8,110
+770
469
$253K 0.01%
+1,930
470
$249K 0.01%
3,418
+20
471
$248K 0.01%
+2,243
472
$245K 0.01%
+777
473
$244K 0.01%
750
+5
474
$242K 0.01%
9,095
+10
475
$242K 0.01%
16,114
+98
17 18
19
20 21