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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.4M
3
+$10.9M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.5M
5
XOM icon
Exxon Mobil
XOM
+$7.68M

Top Sells

1
+$26.5M
2
+$11.2M
3
+$8.34M
4
VTV icon
Vanguard Value ETF
VTV
+$8.25M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.35M

Sector Composition

1 Technology 4.66%
2 Communication Services 3.77%
3 Financials 2.67%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-2,420
627
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-4,377
628
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-128,803
629
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-1,024
630
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-5,621
631
– –
-6,153
632
– –
-26,139
633
– –
-882
634
– –
-11,869
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