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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.7M 0.12%
21,401
-598
102
$9.5M 0.11%
86,340
-171
103
$9.3M 0.11%
91,981
+13,587
104
$9.11M 0.11%
148,138
-16,032
105
$8.88M 0.11%
86,148
-11,286
106
$8.85M 0.11%
168,480
-6,195
107
$8.05M 0.1%
36,882
-1,716
108
$7.95M 0.09%
34,165
-2,203
109
$7.81M 0.09%
154,616
-17,875
110
$7.8M 0.09%
138,963
-4,244
111
$7.37M 0.09%
293,382
-7,773
112
$7.33M 0.09%
169,292
-877
113
$7.04M 0.08%
27,035
-1,495
114
$7.03M 0.08%
243,353
-9,774
115
$6.97M 0.08%
173,315
+27,137
116
$6.96M 0.08%
64,331
-5,510
117
$6.94M 0.08%
198,929
+78
118
$6.83M 0.08%
47,210
-4,722
119
$6.82M 0.08%
122,985
+750
120
$6.79M 0.08%
65,987
-1,167
121
$6.79M 0.08%
43,686
-2,515
122
$6.7M 0.08%
44,897
-2,343
123
$6.57M 0.08%
108,797
-6,856
124
$6.51M 0.08%
22,030
-1,187
125
$6.29M 0.07%
58,478
-10,239
3 4
5
6 7