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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$396K ﹤0.01%
6,898
-586
502
$392K ﹤0.01%
3,875
+1,194
503
$391K ﹤0.01%
4,183
-28
504
$389K ﹤0.01%
3,402
-912
505
$386K ﹤0.01%
4,910
-979
506
$386K ﹤0.01%
5,199
-3,853
507
$384K ﹤0.01%
7,466
-3,496
508
$381K ﹤0.01%
5,754
-1,181
509
$381K ﹤0.01%
268
+3
510
$380K ﹤0.01%
+4,968
511
$378K ﹤0.01%
100,000
512
$375K ﹤0.01%
1,553
+45
513
$372K ﹤0.01%
5,725
+1,569
514
$372K ﹤0.01%
3,703
-156
515
$371K ﹤0.01%
4,611
+1,413
516
$369K ﹤0.01%
14,872
517
$366K ﹤0.01%
2,985
-839
518
$366K ﹤0.01%
3,839
+7
519
$362K ﹤0.01%
+7,363
520
$360K ﹤0.01%
16,190
521
$359K ﹤0.01%
2,326
+331
522
$359K ﹤0.01%
11,346
+3
523
$359K ﹤0.01%
6,280
-383
524
$358K ﹤0.01%
16,265
-769
525
$355K ﹤0.01%
3,305
+53
19 20
21
22 23