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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$352K ﹤0.01%
+9,807
527
$349K ﹤0.01%
17,474
-5,000
528
$349K ﹤0.01%
+3,154
529
$349K ﹤0.01%
1,115
-30
530
$349K ﹤0.01%
4,079
-719
531
$347K ﹤0.01%
1,359
-177
532
$346K ﹤0.01%
2,008
+271
533
$346K ﹤0.01%
+28,842
534
$343K ﹤0.01%
2,233
+14
535
$342K ﹤0.01%
748
+22
536
$342K ﹤0.01%
8,471
-132
537
$341K ﹤0.01%
878
-554
538
$338K ﹤0.01%
1,670
539
$338K ﹤0.01%
+6,267
540
$337K ﹤0.01%
731
+47
541
$335K ﹤0.01%
3,931
+388
542
$334K ﹤0.01%
855
+64
543
$331K ﹤0.01%
1,890
+368
544
$331K ﹤0.01%
7,403
-500
545
$330K ﹤0.01%
5,569
+708
546
$329K ﹤0.01%
6,512
+1,674
547
$329K ﹤0.01%
7,354
+700
548
$329K ﹤0.01%
9,458
-6,973
549
$329K ﹤0.01%
5,715
+189
550
$327K ﹤0.01%
8,350
20 21
22
23 24