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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$232K ﹤0.01%
4,473
+208
527
$232K ﹤0.01%
4,162
528
$232K ﹤0.01%
+2,707
529
$231K ﹤0.01%
2,593
-348
530
$228K ﹤0.01%
5,123
-2,976
531
$226K ﹤0.01%
7,730
-1,403
532
$226K ﹤0.01%
3,005
+743
533
$225K ﹤0.01%
4,359
+3
534
$224K ﹤0.01%
1,385
+58
535
$224K ﹤0.01%
5,011
-190
536
$224K ﹤0.01%
1,233
+45
537
$223K ﹤0.01%
4,045
-4
538
$222K ﹤0.01%
3,000
-300
539
$221K ﹤0.01%
8,794
+1,000
540
$221K ﹤0.01%
1,797
+18
541
$221K ﹤0.01%
623
+6
542
$221K ﹤0.01%
1,258
+187
543
$220K ﹤0.01%
+8,064
544
$219K ﹤0.01%
+6,802
545
$219K ﹤0.01%
6,508
+1,931
546
$219K ﹤0.01%
699
+93
547
$218K ﹤0.01%
2,792
+70
548
$218K ﹤0.01%
3,406
-644
549
$217K ﹤0.01%
882
-17
550
$216K ﹤0.01%
+2,641
20 21
22
23 24