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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.27%
360,785
+31,934
52
$12.1M 0.24%
34,830
+6,206
53
$11.4M 0.23%
26,551
+88
54
$11.2M 0.22%
67,493
+5,638
55
$11.2M 0.22%
49,740
+2,655
56
$10.8M 0.21%
74,651
+3,628
57
$10.8M 0.21%
375,700
-34,585
58
$10.7M 0.21%
165,093
-6,298
59
$10.6M 0.21%
20,571
+2,255
60
$10.2M 0.2%
25
+14
61
$10.1M 0.2%
198,174
-10,340
62
$10.1M 0.2%
59,339
+5,237
63
$9.9M 0.2%
40,083
+2,283
64
$9.57M 0.19%
54,364
+12,088
65
$9.4M 0.19%
+33,550
66
$9.31M 0.18%
85,683
+13,865
67
$8.78M 0.17%
85,902
+654
68
$8.56M 0.17%
59,521
+864
69
$8.53M 0.17%
572,682
+146,493
70
$8.52M 0.17%
21,593
+73
71
$8.51M 0.17%
109,610
-7,382
72
$8.39M 0.17%
73,689
+34,751
73
$8.35M 0.16%
133,626
+9,181
74
$8.06M 0.16%
88,383
+11,932
75
$7.97M 0.16%
324,230
-7,506
1 2
3
4 5