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
651
$226K ﹤0.01%
1,749
-619
652
$225K ﹤0.01%
+2,305
653
$225K ﹤0.01%
1,650
+92
654
$223K ﹤0.01%
+1,655
655
$223K ﹤0.01%
11,094
656
$223K ﹤0.01%
3,117
-122
657
$223K ﹤0.01%
4,072
+226
658
$219K ﹤0.01%
+2,212
659
$219K ﹤0.01%
1,064
-158
660
$218K ﹤0.01%
+534
661
$217K ﹤0.01%
+956
662
$217K ﹤0.01%
4,980
-200
663
$217K ﹤0.01%
+4,370
664
$216K ﹤0.01%
+1,160
665
$215K ﹤0.01%
+9,015
666
$213K ﹤0.01%
+1,584
667
$212K ﹤0.01%
+2,106
668
$212K ﹤0.01%
+4,404
669
$210K ﹤0.01%
+1,231
670
$210K ﹤0.01%
+5,594
671
$206K ﹤0.01%
16,183
+864
672
$205K ﹤0.01%
5,270
-178
673
$204K ﹤0.01%
+938
674
$204K ﹤0.01%
+4,548
675
$203K ﹤0.01%
+854
25 26
27
28 29