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
176
$1.95M 0.05%
73,186
-10,407
177
$1.9M 0.05%
3,110
-123
178
$1.9M 0.05%
24,045
+1,632
179
$1.86M 0.05%
2,952
-129
180
$1.84M 0.04%
58,990
+12,762
181
$1.8M 0.04%
8,260
+11
182
$1.79M 0.04%
12,738
+2,728
183
$1.77M 0.04%
18,219
+12,953
184
$1.76M 0.04%
6,478
-188
185
$1.76M 0.04%
803
-8
186
$1.75M 0.04%
3,146
-67
187
$1.74M 0.04%
5,574
-92
188
$1.73M 0.04%
7,140
+440
189
$1.72M 0.04%
15,640
-700
190
$1.71M 0.04%
42,573
-5,823
191
$1.7M 0.04%
27,715
-12,214
192
$1.69M 0.04%
27,988
+2,211
193
$1.68M 0.04%
61,840
+544
194
$1.68M 0.04%
9,629
-555
195
$1.68M 0.04%
12,531
-206
196
$1.61M 0.04%
11,771
-468
197
$1.6M 0.04%
6,224
198
$1.59M 0.04%
+18,557
199
$1.59M 0.04%
38,300
+3,044
200
$1.59M 0.04%
3,875
-114
6 7
8
9 10