BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+9.85%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$5.5B
AUM Growth
+$604M
(+12%)
Cap. Flow
+$166M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
665
New
53
Increased
228
Reduced
293
Closed
39
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.47M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.02M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
$3.42M |
| 4 |
Immuneering
IMRX
|
$2.87M |
| 5 |
Apple
AAPL
|
$1.8M |
Sector Composition
| 1 | Technology | 3.28% |
| 2 | Financials | 2.47% |
| 3 | Industrials | 2.43% |
| 4 | Healthcare | 2.05% |
| 5 | Consumer Discretionary | 1.68% |
