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
476
$278K 0.01%
2,941
+202
477
$278K 0.01%
2,706
478
$278K 0.01%
606
-144
479
$278K 0.01%
6,580
480
$277K 0.01%
9,133
+38
481
$277K 0.01%
1,971
+2
482
$275K 0.01%
2,867
-605
483
$273K 0.01%
+976
484
$271K 0.01%
+9,918
485
$269K 0.01%
11,463
+426
486
$266K 0.01%
29,372
+534
487
$262K 0.01%
9,488
-232
488
$261K 0.01%
5,201
+315
489
$260K 0.01%
3,971
-663
490
$259K 0.01%
1,721
+200
491
$258K 0.01%
5,303
+457
492
$258K 0.01%
3,214
+60
493
$258K 0.01%
+1,531
494
$257K 0.01%
3,418
495
$256K 0.01%
+1,312
496
$255K 0.01%
+3,679
497
$255K 0.01%
+4,050
498
$255K 0.01%
10,000
499
$254K 0.01%
+871
500
$252K 0.01%
16,259
+145
18 19
20
21 22