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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$253K 0.01%
4,166
-126
502
$253K 0.01%
13,511
-6,010
503
$251K 0.01%
+13,989
504
$251K 0.01%
1,404
505
$250K ﹤0.01%
4,035
+128
506
$250K ﹤0.01%
1,351
+167
507
$248K ﹤0.01%
10,408
508
$246K ﹤0.01%
1,405
+22
509
$246K ﹤0.01%
+1,876
510
$246K ﹤0.01%
4,781
+788
511
$245K ﹤0.01%
639
+1
512
$243K ﹤0.01%
3,467
+438
513
$242K ﹤0.01%
32,149
+200
514
$240K ﹤0.01%
9,025
+50
515
$240K ﹤0.01%
+3,661
516
$239K ﹤0.01%
2,379
-31
517
$238K ﹤0.01%
4,230
+176
518
$238K ﹤0.01%
4,760
-211
519
$238K ﹤0.01%
1,204
-5
520
$237K ﹤0.01%
2,775
521
$237K ﹤0.01%
5,922
522
$234K ﹤0.01%
6,468
+780
523
$233K ﹤0.01%
9,035
+2,536
524
$230K ﹤0.01%
5,354
+348
525
$230K ﹤0.01%
24,429
19 20
21
22 23