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
101
$5.01M 0.12%
79,063
+2,857
102
$4.83M 0.12%
20,667
-1,949
103
$4.81M 0.12%
45,933
+3,287
104
$4.76M 0.12%
101,376
+333
105
$4.72M 0.11%
+154,101
106
$4.7M 0.11%
216,008
-1,222
107
$4.64M 0.11%
112,540
+22,312
108
$4.61M 0.11%
11
+5
109
$4.54M 0.11%
61,627
-7,174
110
$4.53M 0.11%
22,557
+124
111
$4.4M 0.11%
38,926
-2,776
112
$4.36M 0.11%
250,710
+41,256
113
$4.33M 0.1%
7,400
-56
114
$4.32M 0.1%
236,704
-408
115
$4.21M 0.1%
25,863
116
$4.2M 0.1%
43,606
+4,927
117
$4.12M 0.1%
10,415
+198
118
$3.76M 0.09%
43,877
+770
119
$3.7M 0.09%
16,858
-427
120
$3.67M 0.09%
10,636
+5,405
121
$3.61M 0.09%
34,476
+1,931
122
$3.54M 0.09%
31,634
-61
123
$3.52M 0.08%
115,570
-3,467
124
$3.5M 0.08%
65,210
+1,155
125
$3.44M 0.08%
14,975
-656
3 4
5
6 7