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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 0.55%
85,144
-95
27
$22.3M 0.54%
82,248
-10,055
28
$21.6M 0.52%
139,750
+89,996
29
$21.4M 0.52%
326,574
+20,936
30
$21M 0.51%
498,287
-11,045
31
$19.3M 0.47%
189,445
+81,693
32
$18.1M 0.44%
322,474
+2,553
33
$16.1M 0.39%
66,510
-3,500
34
$15.4M 0.37%
311,165
-91,373
35
$15.3M 0.37%
141,928
+30,934
36
$15.2M 0.37%
280,458
+74,050
37
$15M 0.36%
30,486
-1,370
38
$14.8M 0.36%
259,802
-17,747
39
$13.5M 0.33%
261,636
+177,342
40
$13.3M 0.32%
237,324
-7,083
41
$13.3M 0.32%
86,125
-1,018
42
$12.5M 0.3%
+365,428
43
$12.2M 0.29%
104,166
+11,803
44
$12M 0.29%
160,123
+817
45
$11.9M 0.29%
149,570
-977
46
$11.6M 0.28%
214,608
-3,889
47
$11.5M 0.28%
69,869
+2,799
48
$11.1M 0.27%
48,516
-4,250
49
$10.6M 0.26%
134,276
-2,082
50
$10.4M 0.25%
27,480
+1,815
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