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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$244K ﹤0.01%
2,404
-334
527
$243K ﹤0.01%
16,588
+192
528
$241K ﹤0.01%
+1,600
529
$240K ﹤0.01%
2,845
+204
530
$240K ﹤0.01%
2,971
-34
531
$238K ﹤0.01%
3,069
+69
532
$237K ﹤0.01%
1,184
533
$236K ﹤0.01%
+508
534
$233K ﹤0.01%
3,511
-22
535
$233K ﹤0.01%
+3,440
536
$231K ﹤0.01%
363
-124
537
$231K ﹤0.01%
3,224
+9
538
$230K ﹤0.01%
1,221
-37
539
$228K ﹤0.01%
24,440
-5,984
540
$227K ﹤0.01%
4,381
+22
541
$224K ﹤0.01%
+606
542
$224K ﹤0.01%
+722
543
$221K ﹤0.01%
+2,072
544
$220K ﹤0.01%
+3,053
545
$219K ﹤0.01%
+3,616
546
$218K ﹤0.01%
5,211
+200
547
$217K ﹤0.01%
+5,221
548
$217K ﹤0.01%
7,235
-1,530
549
$216K ﹤0.01%
1,285
-874
550
$215K ﹤0.01%
+4,548
20 21
22
23 24