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
601
$265K ﹤0.01%
4,249
-196
602
$263K ﹤0.01%
+5,132
603
$263K ﹤0.01%
3,653
-48
604
$262K ﹤0.01%
5,170
605
$261K ﹤0.01%
14,467
+21
606
$260K ﹤0.01%
1,812
+107
607
$260K ﹤0.01%
5,123
608
$260K ﹤0.01%
5,250
609
$259K ﹤0.01%
1,696
-220
610
$258K ﹤0.01%
+12,021
611
$258K ﹤0.01%
+5,027
612
$258K ﹤0.01%
+6,842
613
$257K ﹤0.01%
10,193
+277
614
$257K ﹤0.01%
498
-3
615
$255K ﹤0.01%
2,332
616
$255K ﹤0.01%
3,666
617
$255K ﹤0.01%
3,292
+44
618
$254K ﹤0.01%
+1,586
619
$253K ﹤0.01%
3,125
-35
620
$253K ﹤0.01%
4,373
621
$252K ﹤0.01%
1,894
-509
622
$251K ﹤0.01%
3,889
-919
623
$251K ﹤0.01%
4,010
+423
624
$250K ﹤0.01%
3,854
-1,534
625
$249K ﹤0.01%
12,832
+912
23 24
25
26 27