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
$5.17B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.3M
3
+$10.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.7M
5
XOM icon
Exxon Mobil
XOM
+$7.52M

Top Sells

1
+$26.2M
2
+$11.2M
3
+$8.5M
4
NSP icon
Insperity
NSP
+$8.34M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.54M

Sector Composition

1 Technology 4.67%
2 Communication Services 3.77%
3 Financials 2.66%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.65M 0.07%
115,570
127
$3.6M 0.07%
30,762
-1,076
128
$3.57M 0.07%
44,630
-15,738
129
$3.51M 0.07%
66,272
+36,272
130
$3.5M 0.07%
16,769
-464
131
$3.48M 0.07%
20,352
+192
132
$3.45M 0.07%
62,880
-80,416
133
$3.41M 0.07%
98,745
-123,823
134
$3.39M 0.07%
12,223
-68
135
$3.34M 0.06%
50,260
-590
136
$3.33M 0.06%
+41,586
137
$3.32M 0.06%
13,473
+23
138
$3.29M 0.06%
14,601
+1,672
139
$3.24M 0.06%
25,096
+6,059
140
$3.24M 0.06%
43,397
-257
141
$3.15M 0.06%
23,553
-34,667
142
$3.15M 0.06%
8,660
-1,293
143
$3.15M 0.06%
29,285
+1,199
144
$3.03M 0.06%
49,957
-3,764
145
$3.01M 0.06%
20,293
-1,045
146
$3M 0.06%
11,788
+1,880
147
$2.95M 0.06%
41,080
-1,890
148
$2.94M 0.06%
21,978
-1,478
149
$2.93M 0.06%
11,856
-244
150
$2.83M 0.05%
7,883
-516
4 5
6
7 8