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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.23%
69,828
-41
52
$11.2M 0.23%
143,722
-16,401
53
$10.8M 0.22%
138,714
+4,438
54
$10.2M 0.21%
398,372
+24,798
55
$9.65M 0.2%
21,640
56
$9.58M 0.2%
27,762
+282
57
$9.56M 0.2%
126,491
+9,102
58
$9.54M 0.2%
60,946
+7,188
59
$9.54M 0.2%
336,416
+3,424
60
$9.28M 0.19%
56,686
-6,478
61
$8.83M 0.18%
352,840
-2,036
62
$8.81M 0.18%
36,557
+1,308
63
$8.75M 0.18%
452,088
+5,864
64
$8.63M 0.18%
133,513
+3,032
65
$8.43M 0.17%
60,299
-123
66
$8.34M 0.17%
75,347
-7,774
67
$8.3M 0.17%
51,828
+3,758
68
$8.3M 0.17%
70,247
+707
69
$8.27M 0.17%
25,178
+927
70
$8M 0.16%
53,182
+3,225
71
$7.85M 0.16%
143,296
+97,138
72
$7.79M 0.16%
26,829
-1,396
73
$7.78M 0.16%
58,220
-718
74
$7.78M 0.16%
90,315
+655
75
$7.77M 0.16%
127,320
+1,370
1 2
3
4 5