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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.79M 0.29%
233,499
-4,407
77
$5.79M 0.29%
67,086
+8,691
78
$5.77M 0.28%
40,819
+1,002
79
$5.71M 0.28%
137,294
+13,427
80
$5.64M 0.28%
105,752
-11,868
81
$5.61M 0.28%
149,698
-16,856
82
$5.49M 0.27%
94,481
-134
83
$5.48M 0.27%
32,255
-449
84
$5.42M 0.27%
38,372
-4,792
85
$5.19M 0.26%
163,173
+1,944
86
$5.12M 0.25%
14,060
+987
87
$5.09M 0.25%
38,418
-667
88
$4.97M 0.24%
217,230
-27,993
89
$4.95M 0.24%
126,680
+12,793
90
$4.95M 0.24%
49,237
-2,771
91
$4.85M 0.24%
65,970
-19
92
$4.79M 0.24%
22,616
-477
93
$4.78M 0.24%
68,801
-23,792
94
$4.62M 0.23%
76,206
+12,136
95
$4.58M 0.23%
101,043
-1,986
96
$4.53M 0.22%
41,702
+3,776
97
$4.47M 0.22%
42,646
+1,299
98
$4.31M 0.21%
118,900
-7,032
99
$4.16M 0.21%
22,433
-1,836
100
$4.14M 0.2%
84,294
-160,515
2 3
4
5 6