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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$434K 0.01%
11,709
-9,836
477
$428K 0.01%
9,170
+213
478
$427K 0.01%
7,300
+2,421
479
$427K 0.01%
1,558
+63
480
$425K 0.01%
14,446
-300
481
$423K 0.01%
4,887
+137
482
$423K 0.01%
37,140
-443
483
$421K 0.01%
18,500
484
$421K 0.01%
15,423
-4,677
485
$419K 0.01%
+1,423
486
$418K 0.01%
+6,358
487
$414K ﹤0.01%
+3,591
488
$411K ﹤0.01%
2,923
-3,897
489
$411K ﹤0.01%
2,967
+6
490
$408K ﹤0.01%
5,155
-109
491
$407K ﹤0.01%
4,380
+30
492
$405K ﹤0.01%
8,345
+518
493
$404K ﹤0.01%
9,972
-48
494
$404K ﹤0.01%
7,161
-389
495
$403K ﹤0.01%
5,400
496
$401K ﹤0.01%
333
497
$398K ﹤0.01%
14,292
498
$397K ﹤0.01%
7,637
+1,110
499
$397K ﹤0.01%
6,265
+1,469
500
$397K ﹤0.01%
12,596
18 19
20
21 22