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
126
$2.79M 0.14%
46,780
-360
127
$2.77M 0.14%
21,749
-4,823
128
$2.66M 0.13%
36,926
+655
129
$2.64M 0.13%
33,502
+212
130
$2.59M 0.13%
21,759
-309
131
$2.51M 0.12%
11,678
+1,227
132
$2.48M 0.12%
25,541
+348
133
$2.46M 0.12%
39,929
+29,015
134
$2.45M 0.12%
45,236
-2,110
135
$2.43M 0.12%
30,835
-1,447
136
$2.43M 0.12%
12,889
-70
137
$2.4M 0.12%
51,810
-3,790
138
$2.38M 0.12%
23,355
-6,836
139
$2.38M 0.12%
40,835
+515
140
$2.33M 0.12%
19,742
+647
141
$2.33M 0.11%
23,142
-7,492
142
$2.32M 0.11%
19,655
-84
143
$2.31M 0.11%
6
144
$2.19M 0.11%
83,593
-1,235
145
$2.15M 0.11%
11,841
+614
146
$2.1M 0.1%
22,025
+435
147
$2.06M 0.1%
15,515
-5,000
148
$1.97M 0.1%
13,931
-666
149
$1.95M 0.1%
6,869
-109
150
$1.95M 0.1%
27,776
+66
4 5
6
7 8