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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$171K 0.01%
+11,067
527
$164K 0.01%
4,756
+455
528
$164K 0.01%
11,475
529
$162K 0.01%
11,272
+128
530
$149K 0.01%
15,077
-1,699
531
$137K 0.01%
+11,762
532
$124K 0.01%
13,710
533
$116K 0.01%
+1,136
534
$89K ﹤0.01%
+10,381
535
$87K ﹤0.01%
+68,867
536
$86K ﹤0.01%
50,066
+20,066
537
$78K ﹤0.01%
17,919
+4,805
538
$78K ﹤0.01%
+4,167
539
$74K ﹤0.01%
2,843
-2,250
540
$70K ﹤0.01%
20,606
541
$56K ﹤0.01%
+14,223
542
$30K ﹤0.01%
60
+11
543
– –
-796
544
– –
-15,564
545
– –
-2,259
546
– –
-999
547
– –
-2,568
548
– –
-1,806
549
– –
-1,159
550
– –
-3,677
20 21
22
23 24