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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$257K 0.01%
2,353
-202
502
$255K 0.01%
7,784
+17
503
$255K 0.01%
4,395
+126
504
$254K 0.01%
1,465
-41
505
$254K 0.01%
3,785
+184
506
$251K 0.01%
+2,174
507
$251K 0.01%
974
-2
508
$250K 0.01%
5,446
-14
509
$250K 0.01%
1,404
510
$250K 0.01%
10,200
511
$246K 0.01%
3,533
+148
512
$246K 0.01%
4,030
+59
513
$246K 0.01%
1,024
+157
514
$244K 0.01%
8,765
-70
515
$242K 0.01%
4,053
+12
516
$241K ﹤0.01%
+6,800
517
$240K ﹤0.01%
4,830
-966
518
$240K ﹤0.01%
4,545
519
$238K ﹤0.01%
4,944
+516
520
$238K ﹤0.01%
1,208
+12
521
$237K ﹤0.01%
+2,306
522
$237K ﹤0.01%
5,566
+40
523
$237K ﹤0.01%
3,355
-1,754
524
$235K ﹤0.01%
+2,367
525
$235K ﹤0.01%
8,925
19 20
21
22 23