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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$322K 0.01%
17,886
-7,146
452
$322K 0.01%
2,481
+82
453
$322K 0.01%
10,353
+2,931
454
$321K 0.01%
8,254
+105
455
$319K 0.01%
7,500
456
$316K 0.01%
3,206
+46
457
$314K 0.01%
+2,359
458
$313K 0.01%
4,351
-12
459
$311K 0.01%
5,190
-75
460
$311K 0.01%
31,945
+746
461
$310K 0.01%
2,824
+216
462
$310K 0.01%
22,895
-1,682
463
$309K 0.01%
30,424
-14,613
464
$304K 0.01%
487
465
$303K 0.01%
5,862
+559
466
$302K 0.01%
6,580
467
$299K 0.01%
651
468
$297K 0.01%
5,690
+130
469
$296K 0.01%
1,060
+145
470
$295K 0.01%
+3,119
471
$292K 0.01%
6,647
-184
472
$291K 0.01%
5,530
-108
473
$289K 0.01%
1,547
+16
474
$286K 0.01%
10,408
+920
475
$283K 0.01%
3,209
-241
17 18
19
20 21