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
26
$50.7M 0.6%
143,231
-14,756
27
$47.2M 0.56%
403,006
+47,057
28
$46.7M 0.55%
1,869,268
+1,207,337
29
$43.9M 0.52%
934,771
+765,902
30
$43.9M 0.52%
1,688,305
+1,268,261
31
$38.6M 0.46%
108,105
+171
32
$38.5M 0.46%
213,717
+1,380
33
$38.3M 0.46%
274,527
+5,261
34
$37.6M 0.45%
835,520
35
$34.9M 0.42%
73,477
+703
36
$34.2M 0.41%
705,547
+683,991
37
$33.3M 0.4%
236,162
+4,455
38
$31.8M 0.38%
104,754
-875
39
$31.8M 0.38%
547,924
-8,670
40
$30.4M 0.36%
490,580
+9,944
41
$29.8M 0.35%
203,394
-5,368
42
$29.1M 0.35%
194,532
-30,557
43
$28.5M 0.34%
348,887
+1,872
44
$28.4M 0.34%
691,820
+66,155
45
$25.6M 0.3%
312,444
-1,038
46
$24.7M 0.29%
469,816
-2,355
47
$24.7M 0.29%
56,550
-3,104
48
$24.5M 0.29%
122,090
+51,877
49
$24.1M 0.29%
91,713
+553
50
$23.5M 0.28%
222,985
+10,337
1
2
3 4 5