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
101
$5.36M 0.11%
125,797
+5,472
102
$5.32M 0.11%
41,618
+212
103
$5.24M 0.1%
103,198
+1,312
104
$5.22M 0.1%
249,525
+678
105
$5.16M 0.1%
23,158
-7,154
106
$5.16M 0.1%
128,571
+4,116
107
$5M 0.1%
105,330
+1,562
108
$4.94M 0.1%
100,675
-44,626
109
$4.83M 0.1%
106,850
+27,595
110
$4.83M 0.1%
208,473
+118,158
111
$4.77M 0.09%
34,911
-110
112
$4.74M 0.09%
155,778
+15,276
113
$4.7M 0.09%
14,500
+304
114
$4.5M 0.09%
111,021
+1,929
115
$4.39M 0.09%
24,058
+1,114
116
$4.23M 0.08%
166,804
-59,298
117
$4.22M 0.08%
63,599
-95,736
118
$4.22M 0.08%
49,488
+6,901
119
$4.2M 0.08%
123,392
-500
120
$4.18M 0.08%
21,217
-479
121
$4.12M 0.08%
13,767
+9,113
122
$4.08M 0.08%
194,802
-36,378
123
$3.99M 0.08%
49,617
+623
124
$3.78M 0.07%
256,347
-7,545
125
$3.62M 0.07%
14,883
-9
3 4
5
6 7