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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$295K 0.01%
2,461
+371
477
$293K 0.01%
+9,912
478
$292K 0.01%
2,871
+278
479
$290K 0.01%
3,192
480
$288K 0.01%
583
+12
481
$288K 0.01%
1,770
+49
482
$288K 0.01%
10,000
483
$287K 0.01%
5,300
-562
484
$287K 0.01%
6,688
-198
485
$286K 0.01%
6,503
-297
486
$286K 0.01%
+11,301
487
$286K 0.01%
1,204
-8
488
$285K 0.01%
4,750
489
$284K 0.01%
5,690
490
$283K 0.01%
4,831
-699
491
$283K 0.01%
+4,355
492
$281K 0.01%
2,875
-543
493
$280K 0.01%
10,200
494
$275K 0.01%
3,751
-34
495
$273K 0.01%
3,870
-670
496
$272K 0.01%
7,309
+138
497
$271K 0.01%
4,053
498
$270K 0.01%
5,739
+280
499
$269K 0.01%
+4,340
500
$269K 0.01%
5,250
-2,250
18 19
20
21 22