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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$336K 0.01%
5,190
452
$335K 0.01%
2,326
+20
453
$330K 0.01%
2,841
-20
454
$330K 0.01%
4,698
+41
455
$330K 0.01%
11,369
-210
456
$327K 0.01%
4,920
-124
457
$326K 0.01%
10,352
-1
458
$324K 0.01%
4,317
+1,357
459
$323K 0.01%
4,897
-1,363
460
$321K 0.01%
2,787
-37
461
$320K 0.01%
16,401
-1,485
462
$319K 0.01%
1,650
+185
463
$316K 0.01%
3,622
+101
464
$313K 0.01%
+24,429
465
$312K 0.01%
+17,134
466
$310K 0.01%
10,408
467
$310K 0.01%
6,819
+17
468
$310K 0.01%
4,479
-66
469
$305K 0.01%
3,289
-66
470
$303K 0.01%
3,419
-96
471
$301K 0.01%
+2,599
472
$298K 0.01%
8,149
-105
473
$296K 0.01%
930
-130
474
$296K 0.01%
7,054
+1,644
475
$296K 0.01%
6,580
17 18
19
20 21