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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$282K 0.01%
2,200
-667
477
$282K 0.01%
1,212
478
$279K 0.01%
2,738
-442
479
$278K 0.01%
9,048
+229
480
$278K 0.01%
3,521
+127
481
$277K 0.01%
571
-100
482
$277K 0.01%
10,192
+274
483
$274K 0.01%
1,869
+210
484
$272K 0.01%
6,153
-1,732
485
$271K 0.01%
3,418
486
$271K 0.01%
+2,159
487
$268K 0.01%
31,153
+1,781
488
$265K 0.01%
16,396
+137
489
$265K 0.01%
+8,890
490
$265K 0.01%
10,000
491
$264K 0.01%
8,819
-4,579
492
$262K 0.01%
919
+48
493
$262K 0.01%
7,171
-3
494
$262K 0.01%
4,750
+250
495
$261K 0.01%
3,515
-164
496
$261K 0.01%
3,192
-22
497
$259K 0.01%
+2,090
498
$258K 0.01%
4,657
499
$258K 0.01%
2,747
+41
500
$258K 0.01%
1,721
18 19
20
21 22