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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$326K ﹤0.01%
12,412
+450
552
$325K ﹤0.01%
31,162
-52
553
$323K ﹤0.01%
1,963
-119
554
$322K ﹤0.01%
2,746
-459
555
$320K ﹤0.01%
2,953
+557
556
$315K ﹤0.01%
23,361
557
$315K ﹤0.01%
+6,329
558
$314K ﹤0.01%
3,553
+18
559
$314K ﹤0.01%
2,280
-21
560
$313K ﹤0.01%
5,456
-949
561
$313K ﹤0.01%
10,200
562
$312K ﹤0.01%
6,870
563
$311K ﹤0.01%
1,942
-177
564
$311K ﹤0.01%
21,968
-1,068
565
$310K ﹤0.01%
+15,622
566
$309K ﹤0.01%
8,347
-618
567
$308K ﹤0.01%
26,830
-632
568
$304K ﹤0.01%
728
-4
569
$304K ﹤0.01%
4,562
570
$304K ﹤0.01%
8,213
+271
571
$303K ﹤0.01%
4,280
-38
572
$302K ﹤0.01%
4,667
+30
573
$296K ﹤0.01%
23,300
-9,346
574
$294K ﹤0.01%
+25,901
575
$294K ﹤0.01%
4,869
+291
21 22
23
24 25