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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.14M 0.17%
40,621
+6,757
77
$7.05M 0.17%
145,392
+8,098
78
$6.89M 0.17%
33,142
+887
79
$6.82M 0.16%
30,264
+2,329
80
$6.65M 0.16%
125,950
-4,950
81
$6.61M 0.16%
90,138
-6,136
82
$6.53M 0.16%
96,752
+37,007
83
$6.45M 0.16%
16,096
-1,100
84
$6.38M 0.15%
120,342
+3,097
85
$6.33M 0.15%
111,197
+1,748
86
$6.14M 0.15%
25,870
-997
87
$6.13M 0.15%
15,565
+1,505
88
$6.08M 0.15%
154,915
+5,217
89
$6.04M 0.15%
231,537
-1,962
90
$5.83M 0.14%
50,432
-439
91
$5.82M 0.14%
104,886
+64,051
92
$5.76M 0.14%
104,466
-1,286
93
$5.69M 0.14%
38,561
+189
94
$5.52M 0.13%
38,642
+224
95
$5.51M 0.13%
167,507
+4,334
96
$5.41M 0.13%
119,428
-7,252
97
$5.39M 0.13%
69,350
+3,380
98
$5.31M 0.13%
49,517
+280
99
$5.25M 0.13%
93,731
-750
100
$5.15M 0.12%
131,537
+12,637
2 3
4
5 6