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
151
$2.71M 0.05%
53,998
152
$2.71M 0.05%
+12,346
153
$2.67M 0.05%
42,173
+11,699
154
$2.67M 0.05%
24,112
-140
155
$2.66M 0.05%
24,497
-1,117
156
$2.65M 0.05%
30,199
+1,549
157
$2.58M 0.05%
4,019
-43
158
$2.57M 0.05%
30,161
-875
159
$2.49M 0.05%
31,691
-2,005
160
$2.46M 0.05%
25,863
161
$2.46M 0.05%
11,785
-29
162
$2.44M 0.05%
23,069
+144
163
$2.42M 0.05%
6,874
+372
164
$2.37M 0.05%
47,098
-1,205
165
$2.37M 0.05%
5,705
-30
166
$2.33M 0.05%
14,268
+135
167
$2.23M 0.04%
25,594
-1,160
168
$2.2M 0.04%
28,802
+1,135
169
$2.18M 0.04%
80,781
+840
170
$2.15M 0.04%
3,170
-1
171
$2.13M 0.04%
6,243
+19
172
$2.12M 0.04%
67,294
+266
173
$2.1M 0.04%
53,243
+11,686
174
$2.09M 0.04%
16,138
-921
175
$2.08M 0.04%
16,098
-660
5 6
7
8 9