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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$229K ﹤0.01%
6,777
-47
527
$228K ﹤0.01%
2,279
-424
528
$226K ﹤0.01%
4,664
+142
529
$226K ﹤0.01%
10,045
+170
530
$225K ﹤0.01%
+1,335
531
$225K ﹤0.01%
+1,852
532
$224K ﹤0.01%
4,479
-79
533
$224K ﹤0.01%
5,123
534
$224K ﹤0.01%
4,548
535
$223K ﹤0.01%
+2,556
536
$221K ﹤0.01%
7,009
-294
537
$221K ﹤0.01%
+4,005
538
$221K ﹤0.01%
1,941
-848
539
$219K ﹤0.01%
3,135
-3
540
$219K ﹤0.01%
+11,835
541
$219K ﹤0.01%
4,081
+16
542
$217K ﹤0.01%
653
543
$216K ﹤0.01%
1,773
+313
544
$215K ﹤0.01%
16,852
+162
545
$211K ﹤0.01%
2,353
-72
546
$210K ﹤0.01%
4,373
-595
547
$210K ﹤0.01%
5,503
-13
548
$209K ﹤0.01%
3,686
-1,917
549
$209K ﹤0.01%
4,554
+141
550
$208K ﹤0.01%
4,274
-216
20 21
22
23 24