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
626
$247K ﹤0.01%
1,957
-51
627
$246K ﹤0.01%
16,218
628
$246K ﹤0.01%
+5,347
629
$246K ﹤0.01%
3,251
-27
630
$245K ﹤0.01%
2,285
+2
631
$245K ﹤0.01%
8,114
-1
632
$244K ﹤0.01%
+2,904
633
$244K ﹤0.01%
743
-1
634
$243K ﹤0.01%
6,891
+53
635
$243K ﹤0.01%
3,933
-733
636
$242K ﹤0.01%
760
637
$241K ﹤0.01%
7,930
-913
638
$239K ﹤0.01%
12,897
-1,603
639
$239K ﹤0.01%
981
+11
640
$238K ﹤0.01%
2,396
+82
641
$237K ﹤0.01%
1,963
+28
642
$234K ﹤0.01%
8,748
-1,673
643
$234K ﹤0.01%
4,698
-615
644
$233K ﹤0.01%
16,159
+5,616
645
$233K ﹤0.01%
+4,286
646
$232K ﹤0.01%
+3,879
647
$231K ﹤0.01%
3,179
+40
648
$231K ﹤0.01%
+147
649
$229K ﹤0.01%
2,409
-43
650
$226K ﹤0.01%
+1,489
24 25
26
27 28