BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+6.95%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$9.47B
AUM Growth
+$1.06B
(+13%)
Cap. Flow
+$539M
Cap. Flow
% of AUM
5.69%
Top 10 Holdings %
Top 10 Hldgs %
54.24%
Holding
789
New
69
Increased
359
Reduced
269
Closed
34
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
+$92M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$69.4M |
| 3 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$41.9M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$41.8M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$39.2M |
Top Sells
| 1 |
Amazon
AMZN
|
+$9.01M |
| 2 |
Bank of America
BAC
|
+$7.69M |
| 3 |
Marathon Digital Holdings
MARA
|
+$6.23M |
| 4 |
Apple
AAPL
|
+$5.75M |
| 5 |
Costco
COST
|
+$4.57M |
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Communication Services | 1.85% |
| 3 | Financials | 1.81% |
| 4 | Industrials | 1.75% |
| 5 | Consumer Discretionary | 1.45% |
