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
101
$5.08M 0.1%
135,813
+9,567
102
$5.06M 0.1%
170,921
+4,252
103
$5.04M 0.1%
44,286
-6,065
104
$5.01M 0.1%
112,631
+280
105
$5M 0.1%
265,524
+7,704
106
$4.91M 0.09%
22,909
-8,471
107
$4.8M 0.09%
234,576
+11,088
108
$4.75M 0.09%
255,929
+37,841
109
$4.72M 0.09%
119,866
+31,914
110
$4.67M 0.09%
76,221
+431
111
$4.64M 0.09%
21,416
+275
112
$4.52M 0.09%
39,455
-1,062
113
$4.51M 0.09%
10
-2
114
$4.44M 0.09%
150,850
+1,270
115
$4.24M 0.08%
74,865
+8,560
116
$4.14M 0.08%
39,636
+385
117
$4.12M 0.08%
14,924
+64
118
$4.1M 0.08%
6,139
-515
119
$4M 0.08%
43,064
-971
120
$3.99M 0.08%
7,031
-239
121
$3.85M 0.07%
46,051
-497
122
$3.85M 0.07%
34,336
-69
123
$3.75M 0.07%
44,303
+166
124
$3.73M 0.07%
12,738
+67
125
$3.69M 0.07%
10,260
-429
3 4
5
6 7