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
151
$2.5M 0.05%
24,252
-1,281
152
$2.49M 0.05%
25,614
+174
153
$2.47M 0.05%
50,850
-240
154
$2.45M 0.05%
42,970
-2,020
155
$2.43M 0.05%
19,037
+2,793
156
$2.37M 0.05%
14,133
+227
157
$2.35M 0.05%
31,036
+829
158
$2.34M 0.05%
9,908
-386
159
$2.33M 0.05%
26,754
+508
160
$2.32M 0.05%
11,814
-42
161
$2.29M 0.05%
28,650
-20
162
$2.29M 0.05%
22,925
+1,094
163
$2.27M 0.05%
53,998
164
$2.2M 0.05%
20,252
-1,069
165
$2.19M 0.04%
4,062
-94
166
$2.14M 0.04%
50,336
+32,057
167
$2.1M 0.04%
67,028
+8,038
168
$2.08M 0.04%
10,830
+638
169
$2.05M 0.04%
3,171
+25
170
$1.99M 0.04%
17,059
-1,160
171
$1.98M 0.04%
33,535
+2,839
172
$1.98M 0.04%
79,941
-1,875
173
$1.97M 0.04%
16,758
-2,871
174
$1.97M 0.04%
30,474
+1,801
175
$1.97M 0.04%
74,120
+934
5 6
7
8 9