BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$871M
2
+$503M
3
+$248M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$145M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.1M

Top Sells

1
+$24.2M
2
+$9.27M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$3.97M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.59M

Sector Composition

1 Technology 4.73%
2 Communication Services 4.61%
3 Financials 3.45%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-4,051
602
– –
-2,243
603
– –
-8,655
604
– –
-946
605
– –
-2,254
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