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
$5.06B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$18.8M
3
+$14.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$13.1M

Top Sells

1
+$8.4M
2
+$6.36M
3
+$4.81M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.66M

Sector Composition

1 Technology 3.77%
2 Financials 2.52%
3 Industrials 2.18%
4 Healthcare 2.15%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.62M 0.07%
47,009
+13,360
127
$3.59M 0.07%
21,307
-46
128
$3.5M 0.07%
37,072
-2,447
129
$3.49M 0.07%
34,283
-2,009
130
$3.44M 0.07%
43,255
+890
131
$3.41M 0.07%
47,141
+3,371
132
$3.39M 0.07%
13,265
+517
133
$3.33M 0.07%
122,850
134
$3.33M 0.07%
23,604
+972
135
$3.31M 0.07%
+153,683
136
$3.25M 0.06%
18,210
+10,006
137
$3.21M 0.06%
5,902
+28
138
$3.18M 0.06%
61,044
+15,202
139
$3.05M 0.06%
210,072
-5,636
140
$3.01M 0.06%
14,324
+687
141
$2.99M 0.06%
102,527
-15,381
142
$2.98M 0.06%
28,244
-4,026
143
$2.94M 0.06%
36,681
+5,188
144
$2.91M 0.06%
41,596
-1,336
145
$2.85M 0.06%
16,419
-273
146
$2.83M 0.06%
9,199
-283
147
$2.82M 0.06%
116,654
+106,962
148
$2.76M 0.05%
45,704
+1
149
$2.75M 0.05%
+28,660
150
$2.73M 0.05%
7,464
+318
4 5
6
7 8