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
76
$7.94M 0.16%
158,964
+59,459
77
$7.69M 0.15%
99,313
+812
78
$7.66M 0.15%
392,866
+41,476
79
$7.64M 0.15%
166,013
+56,032
80
$7.42M 0.15%
27,042
+2,378
81
$7.39M 0.15%
469,920
-26,488
82
$7.28M 0.14%
138,756
+5,897
83
$7.27M 0.14%
281,904
-173,152
84
$7.18M 0.14%
110,382
+40,915
85
$7.17M 0.14%
323,060
+242,322
86
$6.99M 0.14%
62,026
+4,826
87
$6.83M 0.14%
50,202
-1,076
88
$6.64M 0.13%
48,316
+7,977
89
$6.64M 0.13%
38,511
+9,408
90
$6.53M 0.13%
130,757
+50,392
91
$6.41M 0.13%
135,611
-77,350
92
$6.31M 0.12%
29,008
+15,862
93
$6.17M 0.12%
108,160
+32,278
94
$5.94M 0.12%
64,268
+16,898
95
$5.92M 0.12%
100,595
+66,981
96
$5.77M 0.11%
39,824
+2,128
97
$5.67M 0.11%
63,626
+18,210
98
$5.66M 0.11%
28,753
+5,061
99
$5.66M 0.11%
114,219
-34,290
100
$5.52M 0.11%
11,518
+716
2 3
4
5 6