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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.1M 0.23%
188,045
+54,532
52
$12.1M 0.23%
54,345
-574
53
$12M 0.23%
70,319
+491
54
$11.7M 0.23%
212,710
-37,316
55
$11.7M 0.23%
146,492
+20,001
56
$11.4M 0.22%
67,926
+6,980
57
$10.6M 0.21%
135,129
-3,585
58
$10.6M 0.2%
21,559
-81
59
$10.3M 0.2%
24,779
-399
60
$10.1M 0.19%
57,912
+4,730
61
$9.98M 0.19%
392,714
-5,658
62
$9.76M 0.19%
30,406
+3,577
63
$9.72M 0.19%
69,054
-1,193
64
$9.65M 0.19%
58,980
-1,319
65
$9.58M 0.19%
26,948
-814
66
$9.5M 0.18%
35,429
-1,128
67
$9.46M 0.18%
69,883
+331
68
$9.12M 0.18%
356,064
+3,224
69
$8.91M 0.17%
39,406
+7,994
70
$8.89M 0.17%
56,133
-553
71
$8.89M 0.17%
457,260
+5,172
72
$8.79M 0.17%
94,183
-689
73
$8.75M 0.17%
146,170
+35,759
74
$8.5M 0.16%
16,920
-814
75
$8.45M 0.16%
50,861
-967
1 2
3
4 5