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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$217K 0.01%
4,289
-1,875
502
$217K 0.01%
4,061
-58
503
$217K 0.01%
32,085
504
$216K 0.01%
4,350
-808
505
$216K 0.01%
+2,450
506
$215K 0.01%
1,856
-4,321
507
$215K 0.01%
+1,521
508
$213K 0.01%
4,657
509
$212K 0.01%
+5,047
510
$210K 0.01%
+3,429
511
$209K 0.01%
5,802
-2,198
512
$207K 0.01%
+5,042
513
$207K 0.01%
+1,208
514
$205K 0.01%
4,846
-831
515
$205K 0.01%
+2,300
516
$205K 0.01%
+946
517
$204K 0.01%
+4,162
518
$204K 0.01%
+1,942
519
$204K 0.01%
+3,000
520
$203K 0.01%
+1,250
521
$202K 0.01%
+1,770
522
$202K 0.01%
4,961
-400
523
$192K 0.01%
11,532
524
$174K 0.01%
71
525
$172K 0.01%
25,828
+2,865
19 20
21
22 23