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
176
$1.61M 0.08%
10,184
-52
177
$1.6M 0.08%
17,979
+2,389
178
$1.6M 0.08%
25,777
-4,005
179
$1.59M 0.08%
15,930
-2,510
180
$1.59M 0.08%
30,850
+19,478
181
$1.59M 0.08%
3,213
+3
182
$1.58M 0.08%
16,511
-2,323
183
$1.57M 0.08%
17,718
+1,369
184
$1.56M 0.08%
48,492
-1,668
185
$1.55M 0.08%
61,296
+320
186
$1.55M 0.08%
23,531
+6,732
187
$1.53M 0.08%
10,170
-2,876
188
$1.51M 0.07%
3,081
-82
189
$1.5M 0.07%
27,358
+13,824
190
$1.49M 0.07%
27,212
+3,852
191
$1.48M 0.07%
7,312
-61
192
$1.44M 0.07%
17,672
-1,230
193
$1.41M 0.07%
46,228
+25,170
194
$1.41M 0.07%
5,114
-169
195
$1.41M 0.07%
3,989
-101
196
$1.4M 0.07%
6,224
-18
197
$1.4M 0.07%
42,978
+437
198
$1.39M 0.07%
35,256
+252
199
$1.37M 0.07%
12,260
-1,281
200
$1.37M 0.07%
7,230
+462
6 7
8
9 10