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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$231K 0.01%
+7,422
527
$231K 0.01%
4,049
-12
528
$230K 0.01%
5,632
-115
529
$230K 0.01%
+4,545
530
$230K 0.01%
+2,092
531
$227K 0.01%
+2,459
532
$227K 0.01%
4,356
-7
533
$226K 0.01%
+899
534
$225K 0.01%
+16,445
535
$225K 0.01%
10,200
536
$224K 0.01%
10,541
+828
537
$224K 0.01%
+617
538
$222K 0.01%
2,450
539
$221K 0.01%
+500
540
$221K 0.01%
2,382
+82
541
$220K 0.01%
1,173
+29
542
$220K 0.01%
+8,336
543
$220K 0.01%
1,071
-47
544
$220K 0.01%
4,961
545
$219K 0.01%
+4,265
546
$219K 0.01%
+1,857
547
$219K 0.01%
+2,808
548
$216K 0.01%
11,195
-337
549
$216K 0.01%
+8,669
550
$216K 0.01%
+1,184
20 21
22
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