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
26
$27.7M 0.55%
515,647
+104,935
27
$26.9M 0.53%
71,379
+7,320
28
$26.8M 0.53%
491,586
+17,953
29
$24.3M 0.48%
221,780
+2,100
30
$22.8M 0.45%
441,792
+64,538
31
$22.3M 0.44%
503,890
-2,713
32
$21.9M 0.43%
99,987
+841
33
$19.7M 0.39%
86,523
+1,489
34
$19M 0.38%
208,806
+17,667
35
$19M 0.38%
91,558
+12,122
36
$18.3M 0.36%
692,853
+495,425
37
$17.9M 0.35%
261,301
+87,160
38
$17.7M 0.35%
123,192
+1,144
39
$17.4M 0.34%
210,185
+60,484
40
$16.6M 0.33%
406,867
+102,690
41
$16.2M 0.32%
152,771
-18,417
42
$15.7M 0.31%
505,448
+406,040
43
$15.7M 0.31%
88,333
+15,754
44
$15.7M 0.31%
375,872
+123,665
45
$15.2M 0.3%
36,822
+5,594
46
$15M 0.3%
306,607
+54,625
47
$14.4M 0.28%
93,913
+20,886
48
$14.2M 0.28%
226,301
+1,681
49
$13.8M 0.27%
262,408
+4,137
50
$13.8M 0.27%
161,352
+2,901
1
2
3 4 5