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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$269K 0.01%
1,225
-8
502
$267K 0.01%
+1,003
503
$264K 0.01%
4,522
+360
504
$264K 0.01%
+1,947
505
$262K 0.01%
1,331
+123
506
$261K 0.01%
31,153
507
$260K 0.01%
5,338
-108
508
$260K 0.01%
+1,450
509
$259K 0.01%
4,405
+10
510
$259K 0.01%
1,611
-258
511
$259K 0.01%
8,925
512
$257K 0.01%
19,023
-3,872
513
$257K 0.01%
3,100
+393
514
$255K ﹤0.01%
907
-12
515
$254K ﹤0.01%
4,506
-324
516
$253K ﹤0.01%
648
+25
517
$253K ﹤0.01%
3,987
-43
518
$251K ﹤0.01%
+7,313
519
$250K ﹤0.01%
5,123
520
$249K ﹤0.01%
31,039
-906
521
$248K ﹤0.01%
1,594
-2
522
$247K ﹤0.01%
1,404
523
$246K ﹤0.01%
9,140
-1,052
524
$246K ﹤0.01%
4,916
-28
525
$244K ﹤0.01%
1,982
-192
19 20
21
22 23