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
476
$241K 0.01%
10,000
477
$240K 0.01%
1,969
+99
478
$240K 0.01%
+1,058
479
$238K 0.01%
673
+2
480
$237K 0.01%
4,970
-1,654
481
$237K 0.01%
2,812
-118
482
$233K 0.01%
3,139
-1,307
483
$232K 0.01%
9,713
-2,993
484
$232K 0.01%
+7,436
485
$232K 0.01%
+4,993
486
$231K 0.01%
1,144
-251
487
$231K 0.01%
3,472
+600
488
$230K 0.01%
+5,747
489
$229K 0.01%
3,855
-82
490
$229K 0.01%
4,029
+24
491
$228K 0.01%
5,078
-134
492
$227K 0.01%
+4,500
493
$225K 0.01%
6,194
-1,314
494
$225K 0.01%
+4,363
495
$224K 0.01%
+14,956
496
$224K 0.01%
7,778
+59
497
$223K 0.01%
+1,118
498
$220K 0.01%
28,838
499
$219K 0.01%
+695
500
$217K 0.01%
+9,096
18 19
20
21 22