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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$478K 0.01%
13,264
+4,332
452
$477K 0.01%
7,795
+129
453
$473K 0.01%
9,874
-575
454
$473K 0.01%
183
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455
$469K 0.01%
+17,331
456
$466K 0.01%
3,427
+1,237
457
$463K 0.01%
7,809
+2,754
458
$461K 0.01%
8,983
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459
$460K 0.01%
2,411
-70
460
$458K 0.01%
3,951
-40
461
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2,116
-23
462
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6,700
463
$452K 0.01%
3,476
-65
464
$451K 0.01%
7,239
+526
465
$450K 0.01%
1,479
-25
466
$449K 0.01%
8,025
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467
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8,773
-1,669
468
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10,457
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469
$444K 0.01%
3,531
-100
470
$443K 0.01%
10,305
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471
$442K 0.01%
3,224
-60
472
$438K 0.01%
+8,724
473
$435K 0.01%
689
+6
474
$435K 0.01%
5,609
+415
475
$435K 0.01%
3,015
+74
17 18
19
20 21