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
151
$2.46M 0.06%
30,207
-628
152
$2.44M 0.06%
51,090
-720
153
$2.43M 0.06%
10,294
-1,384
154
$2.4M 0.06%
19,629
-26
155
$2.3M 0.06%
13,906
-25
156
$2.29M 0.06%
28,670
+3,798
157
$2.28M 0.06%
21,321
-438
158
$2.24M 0.05%
15,515
159
$2.23M 0.05%
11,856
+15
160
$2.21M 0.05%
21,831
-194
161
$2.18M 0.05%
+25,440
162
$2.1M 0.05%
20,241
+16
163
$2.08M 0.05%
16,244
+2,880
164
$2.08M 0.05%
53,998
+3,727
165
$2.06M 0.05%
81,816
+57,408
166
$2.05M 0.05%
30,696
+4,727
167
$2.05M 0.05%
24,000
+1,703
168
$2.04M 0.05%
6,847
-22
169
$2.04M 0.05%
26,246
-1,530
170
$2.04M 0.05%
4,156
-338
171
$1.99M 0.05%
28,673
+5,142
172
$1.97M 0.05%
27,426
+2,654
173
$1.96M 0.05%
10,192
+2,962
174
$1.96M 0.05%
6,721
-143
175
$1.95M 0.05%
31,247
+9,107
5 6
7
8 9