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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.42M 0.42%
447,652
-4,622
52
$8.33M 0.41%
32,716
-377
53
$8.3M 0.41%
61,283
+260
54
$8.22M 0.41%
36,686
+522
55
$8.18M 0.4%
68,238
-847
56
$8.16M 0.4%
51,174
-13,235
57
$7.64M 0.38%
25,020
-2,974
58
$7.48M 0.37%
103,540
+8,844
59
$7.41M 0.37%
88,538
-3,232
60
$7.39M 0.36%
28,765
-1,965
61
$7.32M 0.36%
67,618
-185
62
$7.32M 0.36%
49,754
-3,411
63
$7.28M 0.36%
96,274
+17,434
64
$7.19M 0.35%
56,008
+2,222
65
$7.16M 0.35%
115,043
+14,973
66
$6.83M 0.34%
130,900
+400
67
$6.83M 0.34%
122,270
-162
68
$6.4M 0.32%
17,196
-176
69
$6.25M 0.31%
33,864
-5,063
70
$6.07M 0.3%
378,936
+32,592
71
$6.06M 0.3%
117,245
+5,771
72
$6.05M 0.3%
109,449
+3,814
73
$5.98M 0.29%
27,935
+5,190
74
$5.95M 0.29%
26,867
+9,181
75
$5.84M 0.29%
50,871
+3
1 2
3
4 5