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
151
$2.72M 0.05%
8,615
+351
152
$2.71M 0.05%
32,056
+253
153
$2.7M 0.05%
32,186
+8,771
154
$2.65M 0.05%
175,080
+11,540
155
$2.65M 0.05%
39,671
+8,395
156
$2.64M 0.05%
11,941
+26
157
$2.64M 0.05%
126,783
+27,102
158
$2.59M 0.05%
53,270
+2,000
159
$2.47M 0.05%
+18,169
160
$2.43M 0.05%
101,913
+15,984
161
$2.42M 0.05%
41,212
-10,234
162
$2.38M 0.05%
21,966
+1,400
163
$2.27M 0.04%
+107,997
164
$2.21M 0.04%
+23,252
165
$2.2M 0.04%
46,118
+2,404
166
$2.17M 0.04%
+23,998
167
$2.16M 0.04%
28,250
+50
168
$2.15M 0.04%
11,815
-18
169
$2.14M 0.04%
22,642
+202
170
$2.1M 0.04%
21,312
+2,678
171
$2.1M 0.04%
57,645
+3,647
172
$2.02M 0.04%
51,578
+3,565
173
$2.02M 0.04%
11,699
174
$2.02M 0.04%
14,548
+364
175
$2M 0.04%
16,858
+123
5 6
7
8 9