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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$321K 0.01%
7,500
452
$320K 0.01%
8,340
-617
453
$318K 0.01%
1,659
-43
454
$315K 0.01%
5,253
+31
455
$315K 0.01%
8,118
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456
$315K 0.01%
487
457
$313K 0.01%
2,399
+38
458
$313K 0.01%
8,819
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459
$309K 0.01%
31,199
+124
460
$307K 0.01%
3,450
+176
461
$306K 0.01%
4,532
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462
$306K 0.01%
7,885
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463
$305K 0.01%
2,766
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464
$303K 0.01%
3,160
-158
465
$300K 0.01%
6,831
466
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467
$294K 0.01%
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468
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7,174
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469
$289K 0.01%
5,796
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470
$288K 0.01%
10,889
-1,072
471
$288K 0.01%
2,608
472
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3,918
+42
473
$287K 0.01%
5,460
+11
474
$281K 0.01%
915
+220
475
$279K 0.01%
1,212
-300
17 18
19
20 21