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
676
$203K ﹤0.01%
+663
677
$203K ﹤0.01%
+2,466
678
$202K ﹤0.01%
+251
679
$201K ﹤0.01%
+1,791
680
$198K ﹤0.01%
10,751
+189
681
$194K ﹤0.01%
13,710
-800
682
$193K ﹤0.01%
39,312
+19,358
683
$177K ﹤0.01%
17,655
+100
684
$177K ﹤0.01%
5,760
-72
685
$150K ﹤0.01%
46,200
+20,008
686
$149K ﹤0.01%
15,000
687
$146K ﹤0.01%
13,483
-3,264
688
$139K ﹤0.01%
21,787
-2,315
689
$136K ﹤0.01%
10,000
690
$131K ﹤0.01%
15,450
-1,384
691
$130K ﹤0.01%
13,060
+302
692
$129K ﹤0.01%
17,355
693
$118K ﹤0.01%
12,494
-382
694
$113K ﹤0.01%
14,035
695
$113K ﹤0.01%
27,200
-1,225
696
$105K ﹤0.01%
12,065
-8,587
697
$105K ﹤0.01%
11,486
+121
698
$102K ﹤0.01%
12,418
-329
699
$102K ﹤0.01%
36,606
-136
700
$101K ﹤0.01%
10,403
+53
26 27
28
29 30