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
576
$102K ﹤0.01%
+50,146
577
$97K ﹤0.01%
11,257
+774
578
$97K ﹤0.01%
+12,535
579
$96K ﹤0.01%
+10,785
580
$75K ﹤0.01%
20,606
-120
581
$67K ﹤0.01%
7,246
582
$61K ﹤0.01%
+10,000
583
$60K ﹤0.01%
+10,234
584
$57K ﹤0.01%
4,060
585
$54K ﹤0.01%
50,000
586
$52K ﹤0.01%
+12,123
587
$48K ﹤0.01%
17,731
+11
588
$48K ﹤0.01%
+33,415
589
$43K ﹤0.01%
+19,392
590
$43K ﹤0.01%
71
591
$39K ﹤0.01%
75,334
592
$35K ﹤0.01%
14,000
593
$33K ﹤0.01%
13,710
594
$32K ﹤0.01%
1,349
+549
595
$29K ﹤0.01%
+10,245
596
$26K ﹤0.01%
+12,354
597
$26K ﹤0.01%
20,606
598
$25K ﹤0.01%
+727
599
– –
0
600
$20K ﹤0.01%
3,189
22 23
24
25 26