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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$215K ﹤0.01%
856
-135
552
$213K ﹤0.01%
8,669
553
$213K ﹤0.01%
4,465
-510
554
$211K ﹤0.01%
+8,007
555
$207K ﹤0.01%
1,792
-5
556
$207K ﹤0.01%
1,196
-4,394
557
$207K ﹤0.01%
9,828
-4,905
558
$207K ﹤0.01%
2,135
-1,074
559
$206K ﹤0.01%
+5,006
560
$205K ﹤0.01%
+1,670
561
$205K ﹤0.01%
+2,315
562
$204K ﹤0.01%
10,155
-8,453
563
$204K ﹤0.01%
+4,541
564
$204K ﹤0.01%
3,993
-52
565
$203K ﹤0.01%
5,207
-359
566
$202K ﹤0.01%
2,729
-63
567
$201K ﹤0.01%
2,314
-190
568
$199K ﹤0.01%
6,351
-157
569
$199K ﹤0.01%
10,000
-209
570
$182K ﹤0.01%
25,247
571
$178K ﹤0.01%
14,684
-69
572
$174K ﹤0.01%
+11,012
573
$171K ﹤0.01%
11,475
574
$170K ﹤0.01%
12,345
-4,100
575
$150K ﹤0.01%
135
+62
21 22
23
24 25