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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.1M 0.27%
92,768
+1,098
52
$23M 0.27%
953,274
+50,448
53
$22.8M 0.27%
96,384
+6,306
54
$22.2M 0.26%
266,218
+221,895
55
$21.5M 0.26%
750,692
+513,525
56
$21.2M 0.25%
831,505
+230,079
57
$21M 0.25%
237,530
+5,696
58
$20.8M 0.25%
208,262
+10,246
59
$20.2M 0.24%
705,388
+329,056
60
$20.1M 0.24%
309,517
+70,621
61
$18.8M 0.22%
110,312
-3,067
62
$18.8M 0.22%
644,523
+391,634
63
$18.6M 0.22%
723,488
+522,463
64
$18.3M 0.22%
688,611
+72,945
65
$17.9M 0.21%
35,248
+296
66
$17.5M 0.21%
309,619
+51,984
67
$16.4M 0.19%
104,398
-8,647
68
$15.3M 0.18%
37,403
+979
69
$15.1M 0.18%
255,988
-17,198
70
$15.1M 0.18%
91,162
+12,211
71
$15.1M 0.18%
136,671
+20,035
72
$14.4M 0.17%
52,741
-4,241
73
$14.3M 0.17%
285,052
-16,677
74
$14.2M 0.17%
757,434
-48,417
75
$14.2M 0.17%
91,743
+2,420
1 2
3
4 5