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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$284K 0.01%
5,348
+10
477
$283K 0.01%
4,849
+182
478
$283K 0.01%
10,200
479
$280K 0.01%
10,603
-328
480
$280K 0.01%
26,514
481
$280K 0.01%
5,357
-57
482
$279K 0.01%
7,983
+768
483
$277K 0.01%
592
+109
484
$276K 0.01%
7,725
+743
485
$274K 0.01%
6,490
-523
486
$274K 0.01%
4,936
+438
487
$274K 0.01%
3,185
-165
488
$273K 0.01%
3,764
+37
489
$269K 0.01%
2,323
+27
490
$268K 0.01%
8,348
+176
491
$267K 0.01%
2,709
-33
492
$266K 0.01%
3,940
+447
493
$263K 0.01%
+5,600
494
$259K 0.01%
3,692
-8
495
$258K 0.01%
5,390
+107
496
$258K 0.01%
4,210
+207
497
$258K 0.01%
7,147
498
$255K 0.01%
4,750
499
$254K 0.01%
3,324
+584
500
$253K 0.01%
4,490
+150
18 19
20
21 22