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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$327K 0.01%
1,878
+392
452
$326K 0.01%
20,000
453
$323K 0.01%
6,404
454
$321K 0.01%
6,741
-3,830
455
$319K 0.01%
14,282
+5,166
456
$319K 0.01%
4,662
+476
457
$316K 0.01%
16,595
+6,380
458
$315K 0.01%
1,850
+157
459
$311K 0.01%
3,044
+624
460
$309K 0.01%
16,952
+1,092
461
$307K 0.01%
6,296
-10
462
$306K 0.01%
10,972
463
$304K 0.01%
12,690
+160
464
$303K 0.01%
4,796
+1,200
465
$301K 0.01%
8,633
-236
466
$300K 0.01%
5,190
467
$297K 0.01%
+1,332
468
$295K 0.01%
2,199
+182
469
$294K 0.01%
+3,262
470
$293K 0.01%
2,787
471
$291K 0.01%
2,245
+77
472
$289K 0.01%
4,897
473
$289K 0.01%
2,726
+34
474
$288K 0.01%
1,650
+123
475
$285K 0.01%
4,351
17 18
19
20 21