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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$251K 0.01%
671
-2
502
$250K 0.01%
4,548
503
$250K 0.01%
3,394
+255
504
$250K 0.01%
3,300
+300
505
$247K 0.01%
4,657
506
$247K 0.01%
8,835
+1,057
507
$246K 0.01%
4,500
508
$245K 0.01%
+3,885
509
$244K 0.01%
8,925
510
$242K 0.01%
767
-10
511
$240K 0.01%
1,188
-29
512
$239K 0.01%
1,506
-114
513
$239K 0.01%
5,526
-1,043
514
$239K 0.01%
4,041
+12
515
$238K 0.01%
3,385
-44
516
$238K 0.01%
+2,722
517
$238K 0.01%
4,269
-20
518
$238K 0.01%
5,252
+259
519
$237K 0.01%
4,162
520
$237K 0.01%
7,436
521
$237K 0.01%
1,196
-12
522
$236K 0.01%
+7,000
523
$235K 0.01%
+7,767
524
$233K 0.01%
+4,428
525
$231K 0.01%
+3,554
19 20
21
22 23