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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$214K ﹤0.01%
2,420
+38
552
$212K ﹤0.01%
1,184
553
$211K ﹤0.01%
+5,410
554
$211K ﹤0.01%
10,209
-11,791
555
$210K ﹤0.01%
2,521
556
$210K ﹤0.01%
+5,460
557
$210K ﹤0.01%
5,710
+78
558
$210K ﹤0.01%
+4,321
559
$209K ﹤0.01%
991
+92
560
$209K ﹤0.01%
+662
561
$209K ﹤0.01%
2,960
+152
562
$208K ﹤0.01%
16,445
563
$206K ﹤0.01%
+2,504
564
$205K ﹤0.01%
+3,215
565
$202K ﹤0.01%
+4,975
566
$202K ﹤0.01%
5,162
+192
567
$202K ﹤0.01%
4,377
-3,557
568
$201K ﹤0.01%
8,669
569
$168K ﹤0.01%
25,247
570
$167K ﹤0.01%
11,475
571
$145K ﹤0.01%
13,637
+30
572
$142K ﹤0.01%
+14,753
573
$137K ﹤0.01%
11,851
+11
574
$134K ﹤0.01%
13,710
575
$113K ﹤0.01%
5,333
-167
21 22
23
24 25