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
576
$290K ﹤0.01%
1,723
+6
577
$290K ﹤0.01%
18,618
+2,506
578
$289K ﹤0.01%
382
-39
579
$287K ﹤0.01%
10,588
+284
580
$284K ﹤0.01%
2,987
+8
581
$284K ﹤0.01%
2,831
+81
582
$284K ﹤0.01%
16,077
+306
583
$283K ﹤0.01%
+1,614
584
$279K ﹤0.01%
+6,300
585
$279K ﹤0.01%
+7,768
586
$278K ﹤0.01%
3,117
-50
587
$278K ﹤0.01%
4,622
+31
588
$277K ﹤0.01%
2,064
+22
589
$277K ﹤0.01%
9,685
+764
590
$274K ﹤0.01%
2,847
-179
591
$274K ﹤0.01%
1,663
+34
592
$273K ﹤0.01%
3,535
+109
593
$273K ﹤0.01%
3,843
-971
594
$273K ﹤0.01%
11,645
+1,192
595
$273K ﹤0.01%
14,064
596
$269K ﹤0.01%
7,347
+554
597
$269K ﹤0.01%
+1,425
598
$268K ﹤0.01%
+1,879
599
$267K ﹤0.01%
4,057
-228
600
$266K ﹤0.01%
1,825
+161
22 23
24
25 26