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
576
$149K ﹤0.01%
13,667
+30
577
$148K ﹤0.01%
+14,870
578
$119K ﹤0.01%
5,333
579
$111K ﹤0.01%
13,710
580
– –
0
581
$103K ﹤0.01%
50,000
582
$95K ﹤0.01%
10,606
583
$68K ﹤0.01%
+3,189
584
$68K ﹤0.01%
32,085
585
$64K ﹤0.01%
13,525
+94
586
$63K ﹤0.01%
+15,433
587
$53K ﹤0.01%
71
588
$49K ﹤0.01%
12,720
589
$43K ﹤0.01%
75,334
590
$43K ﹤0.01%
1
591
$35K ﹤0.01%
+667
592
$35K ﹤0.01%
20,606
593
– –
0
594
$27K ﹤0.01%
13,234
+2,500
595
$26K ﹤0.01%
+1,053
596
$12K ﹤0.01%
15
597
$7K ﹤0.01%
1,235
598
$6K ﹤0.01%
33
-27
599
$5K ﹤0.01%
+70
600
– –
-11,851
22 23
24
25 26