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
576
$98K ﹤0.01%
20,606
577
$94K ﹤0.01%
10,606
+225
578
$92K ﹤0.01%
13,710
579
$92K ﹤0.01%
32,085
580
$71K ﹤0.01%
+1
581
$61K ﹤0.01%
11,518
-2,705
582
$48K ﹤0.01%
12,310
-5,609
583
$43K ﹤0.01%
75,334
+6,467
584
$36K ﹤0.01%
+11,720
585
$30K ﹤0.01%
60
586
$27K ﹤0.01%
+653
587
$3K ﹤0.01%
+25,250
588
– –
-1,136
589
– –
-1,856
590
– –
-5,042
591
– –
-2,843
592
– –
-1,770
593
– –
-18,294
594
– –
-14,072
595
– –
-5,802
596
– –
-11,067
597
– –
-1,942
598
– –
-14,956
599
– –
-11,272
600
– –
-1,250
21 22 23
24
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