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
101
$4.11M 0.2%
25,863
+3
102
$3.86M 0.19%
+59,745
103
$3.85M 0.19%
237,112
-13,680
104
$3.75M 0.19%
17,285
+5,795
105
$3.62M 0.18%
119,037
+450
106
$3.6M 0.18%
10,217
-624
107
$3.54M 0.17%
7,456
-244
108
$3.53M 0.17%
43,107
-667
109
$3.49M 0.17%
90,228
+4,293
110
$3.49M 0.17%
38,679
-2,227
111
$3.46M 0.17%
31,695
-31,713
112
$3.38M 0.17%
209,454
-2,892
113
$3.33M 0.16%
64,055
-3,595
114
$3.29M 0.16%
32,545
-1,303
115
$3.24M 0.16%
14,702
+284
116
$3.11M 0.15%
47,735
-709
117
$3.03M 0.15%
18,939
+2,989
118
$3.03M 0.15%
18,798
-1,093
119
$3M 0.15%
8,439
-536
120
$2.92M 0.14%
15,631
+81
121
$2.92M 0.14%
12,192
-888
122
$2.9M 0.14%
12,240
-349
123
$2.87M 0.14%
11,514
-3,541
124
$2.85M 0.14%
6,242
-569
125
$2.79M 0.14%
11,328
-69
3 4
5
6 7