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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$214K 0.01%
+6,839
552
$212K 0.01%
4,970
553
$212K 0.01%
+1,708
554
$211K 0.01%
862
-574
555
$211K 0.01%
1,612
-1,188
556
$211K 0.01%
867
-191
557
$210K 0.01%
+1,779
558
$210K 0.01%
4,396
-651
559
$210K 0.01%
+2,262
560
$210K 0.01%
+899
561
$209K 0.01%
2,521
-8,131
562
$205K ﹤0.01%
+1,327
563
$205K ﹤0.01%
+5,522
564
$203K ﹤0.01%
5,078
565
$202K ﹤0.01%
+521
566
$201K ﹤0.01%
+7,794
567
$178K ﹤0.01%
12,633
-52,786
568
$174K ﹤0.01%
25,247
-581
569
$169K ﹤0.01%
11,475
570
$163K ﹤0.01%
4,577
-179
571
$142K ﹤0.01%
13,607
-1,470
572
$136K ﹤0.01%
11,840
+78
573
$123K ﹤0.01%
71
574
$110K ﹤0.01%
5,500
+1,333
575
$106K ﹤0.01%
50,000
-66
21 22
23
24 25