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
126
$3.43M 0.08%
47,214
-521
127
$3.42M 0.08%
20,623
+1,825
128
$3.4M 0.08%
11,088
-240
129
$3.39M 0.08%
12,533
+341
130
$3.38M 0.08%
32,047
+8,905
131
$3.34M 0.08%
15,175
+473
132
$3.29M 0.08%
164,600
+20,440
133
$3.29M 0.08%
43,886
+6,960
134
$3.28M 0.08%
19,800
+861
135
$3.24M 0.08%
6,422
+180
136
$3.22M 0.08%
23,002
+1,253
137
$3.17M 0.08%
12,371
+131
138
$3.12M 0.08%
46,564
+18,716
139
$3.05M 0.07%
12,511
+997
140
$3.02M 0.07%
8,262
-177
141
$2.94M 0.07%
29,762
+16,427
142
$2.93M 0.07%
44,990
-1,790
143
$2.92M 0.07%
68,494
+41,333
144
$2.89M 0.07%
27,902
+2,361
145
$2.69M 0.07%
12,043
+3,464
146
$2.69M 0.06%
25,533
+2,178
147
$2.62M 0.06%
45,980
+744
148
$2.6M 0.06%
13,117
+228
149
$2.6M 0.06%
33,398
-104
150
$2.55M 0.06%
46,158
+18,800
4 5
6
7 8