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
76
$7.88M 0.15%
415,476
+8,166
77
$7.84M 0.15%
132,798
-1,291
78
$7.65M 0.15%
89,422
-893
79
$7.57M 0.15%
119,463
-3,577
80
$7.44M 0.14%
123,450
-3,870
81
$7.4M 0.14%
123,892
-20,000
82
$7.19M 0.14%
39,322
+91
83
$7.11M 0.14%
35,333
+1,834
84
$6.69M 0.13%
15,326
-18
85
$6.61M 0.13%
201,039
86
$6.37M 0.12%
41,095
-204
87
$6.28M 0.12%
24,630
-1,017
88
$6.27M 0.12%
40,029
-795
89
$6.16M 0.12%
125,997
+15,386
90
$6.15M 0.12%
229,383
-519
91
$6.11M 0.12%
108,736
-550
92
$6.06M 0.12%
103,491
-1,309
93
$5.88M 0.11%
76,725
+740
94
$5.83M 0.11%
10,273
-160
95
$5.67M 0.11%
25,635
+1,877
96
$5.6M 0.11%
116,772
-2,648
97
$5.45M 0.11%
46,449
-310
98
$5.42M 0.1%
104,346
+4,042
99
$5.42M 0.1%
112,410
-4,173
100
$5.42M 0.1%
49,125
-2
2 3
4
5 6