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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 0.78%
277,549
-3,692
27
$15.7M 0.77%
70,010
-3,736
28
$15.2M 0.75%
31,856
-191
29
$13M 0.64%
159,306
+65
30
$13M 0.64%
244,407
-12,921
31
$12M 0.59%
110,994
+29,171
32
$11.7M 0.57%
52,766
-954
33
$11.6M 0.57%
87,143
+5,552
34
$11.5M 0.57%
218,497
+8,705
35
$11.1M 0.55%
150,547
-2,278
36
$11M 0.54%
67,070
-132
37
$10.7M 0.53%
206,408
+1,767
38
$10.7M 0.53%
92,363
+21,761
39
$10.3M 0.51%
136,358
+7,256
40
$9.91M 0.49%
386,334
-16,016
41
$9.9M 0.49%
107,752
-84,166
42
$9.64M 0.48%
43,311
-4,359
43
$9.48M 0.47%
62,309
+312
44
$9.48M 0.47%
25,665
-234
45
$9.22M 0.45%
128,327
-307,485
46
$9.11M 0.45%
60,082
-589
47
$8.85M 0.44%
27,732
-409
48
$8.74M 0.43%
21,666
-216
49
$8.57M 0.42%
303,730
-88,414
50
$8.46M 0.42%
339,420
-29,712
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