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
26
$28.5M 0.55%
59,988
-1,699
27
$27.1M 0.52%
252,051
+63,277
28
$27M 0.52%
209,663
+12,924
29
$26.5M 0.51%
302,415
-298,843
30
$24.7M 0.48%
82,920
-2,383
31
$23.4M 0.45%
201,399
+59,358
32
$21.9M 0.42%
188,861
-2,256
33
$21.5M 0.42%
338,511
+8,721
34
$21.4M 0.41%
124,696
+719
35
$20.7M 0.4%
306,657
+95,944
36
$17.6M 0.34%
119,777
-57,803
37
$17.3M 0.33%
469,877
-12,676
38
$17.2M 0.33%
48,939
-423
39
$17M 0.33%
64,113
-1,927
40
$16.8M 0.33%
326,950
+1,322
41
$15.5M 0.3%
30,025
-858
42
$15.4M 0.3%
312,256
-94,077
43
$15.2M 0.29%
248,421
+122,840
44
$15M 0.29%
293,062
+23,510
45
$14.2M 0.27%
85,157
-370
46
$13.3M 0.26%
225,426
-568
47
$13.3M 0.26%
269,338
-17,825
48
$13.2M 0.26%
215,358
-13,871
49
$12.3M 0.24%
148,111
-1,314
50
$12.2M 0.24%
434,456
+98,040
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