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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2M 0.25%
28,737
+1,005
52
$10.2M 0.25%
21,640
-26
53
$9.93M 0.24%
43,836
+525
54
$9.82M 0.24%
63,164
+855
55
$9.57M 0.23%
373,574
-12,760
56
$9.47M 0.23%
332,992
+29,262
57
$9.24M 0.22%
354,876
+15,456
58
$8.92M 0.22%
117,389
+13,849
59
$8.8M 0.21%
446,224
-1,428
60
$8.53M 0.21%
53,758
-6,324
61
$8.45M 0.2%
130,481
+15,438
62
$8.15M 0.2%
60,422
-861
63
$8.14M 0.2%
35,249
-1,437
64
$8.1M 0.2%
28,225
-540
65
$8.06M 0.19%
69,540
+1,302
66
$8.04M 0.19%
58,938
+2,930
67
$7.97M 0.19%
48,070
-3,104
68
$7.97M 0.19%
33,261
+545
69
$7.77M 0.19%
68,990
+1,372
70
$7.73M 0.19%
24,251
-769
71
$7.72M 0.19%
89,660
+22,574
72
$7.55M 0.18%
119,755
-2,515
73
$7.51M 0.18%
83,121
-5,417
74
$7.5M 0.18%
432,858
+53,922
75
$7.4M 0.18%
49,957
+9,138
1 2
3
4 5