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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$208K ﹤0.01%
30,876
552
$207K ﹤0.01%
+1,759
553
$206K ﹤0.01%
+2,226
554
$205K ﹤0.01%
+2,445
555
$205K ﹤0.01%
19,536
-536
556
$204K ﹤0.01%
828
-154
557
$202K ﹤0.01%
5,653
+444
558
$201K ﹤0.01%
+5,876
559
$201K ﹤0.01%
+1,997
560
$201K ﹤0.01%
+4,661
561
$200K ﹤0.01%
2,076
-18
562
$194K ﹤0.01%
19,789
-1,757
563
$194K ﹤0.01%
30,953
564
$174K ﹤0.01%
7,373
+691
565
$170K ﹤0.01%
27,800
+2,553
566
$168K ﹤0.01%
16,825
+1,951
567
$157K ﹤0.01%
9,538
+160
568
$142K ﹤0.01%
+10,138
569
$136K ﹤0.01%
25,774
+1,356
570
$128K ﹤0.01%
+10,299
571
$128K ﹤0.01%
+10,772
572
$119K ﹤0.01%
+10,099
573
$116K ﹤0.01%
22,549
+2,702
574
$115K ﹤0.01%
10,550
-397
575
$104K ﹤0.01%
+3,800
21 22
23
24 25