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
601
– –
-4,051
602
– –
-2,243
603
– –
-8,655
604
– –
-946
605
– –
-2,254
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