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
$4.88B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$278M
3
+$35.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$32.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27M

Top Sells

1
+$10.2M
2
+$7.48M
3
+$5.58M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$4.89M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.42M

Sector Composition

1 Technology 4.22%
2 Communication Services 4.01%
3 Financials 2.97%
4 Consumer Discretionary 2.62%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.62M 0.07%
44,137
+260
127
$3.6M 0.07%
115,570
128
$3.56M 0.07%
34,405
-71
129
$3.54M 0.07%
10,689
-399
130
$3.51M 0.07%
31,838
+204
131
$3.49M 0.07%
66,305
+1,095
132
$3.44M 0.07%
46,548
-666
133
$3.43M 0.07%
14,860
-115
134
$3.37M 0.07%
9,953
-683
135
$3.36M 0.07%
12,671
+138
136
$3.31M 0.07%
20,160
+360
137
$3.26M 0.07%
53,721
+22,474
138
$3.24M 0.07%
43,654
-232
139
$3.13M 0.06%
12,291
-80
140
$3.13M 0.06%
21,338
+715
141
$3.12M 0.06%
23,456
+454
142
$3.1M 0.06%
149,580
-15,020
143
$2.92M 0.06%
8,399
+137
144
$2.88M 0.06%
94,166
-59,935
145
$2.86M 0.06%
28,086
+184
146
$2.75M 0.06%
12,929
+418
147
$2.7M 0.06%
48,303
+2,323
148
$2.69M 0.06%
13,450
+333
149
$2.65M 0.05%
33,696
+298
150
$2.5M 0.05%
12,100
+57
4 5
6
7 8