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
151
$1.92M 0.09%
144,160
-4,320
152
$1.91M 0.09%
8,249
+865
153
$1.9M 0.09%
8,579
-59
154
$1.89M 0.09%
811
155
$1.86M 0.09%
50,271
156
$1.84M 0.09%
48,396
-23,445
157
$1.83M 0.09%
24,872
+16,356
158
$1.82M 0.09%
23,961
-4,058
159
$1.79M 0.09%
27,848
+15,987
160
$1.77M 0.09%
12,737
+1
161
$1.75M 0.09%
3,233
-18
162
$1.73M 0.09%
5,231
+767
163
$1.72M 0.09%
22,297
-912
164
$1.72M 0.08%
4,494
-205
165
$1.71M 0.08%
33,453
-3,189
166
$1.71M 0.08%
24,772
-3,664
167
$1.7M 0.08%
5,666
-290
168
$1.69M 0.08%
20,225
-348
169
$1.68M 0.08%
12,239
-129
170
$1.68M 0.08%
13,364
+762
171
$1.67M 0.08%
6,864
-418
172
$1.66M 0.08%
22,413
+7,823
173
$1.64M 0.08%
6,666
-42
174
$1.64M 0.08%
25,969
+92
175
$1.63M 0.08%
3,268
-70
5 6
7
8 9