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
176
$1.96M 0.04%
2,951
-159
177
$1.96M 0.04%
27,667
+241
178
$1.93M 0.04%
15,465
-175
179
$1.89M 0.04%
795
-8
180
$1.86M 0.04%
7,142
+421
181
$1.83M 0.04%
5,735
+518
182
$1.83M 0.04%
12,055
+284
183
$1.82M 0.04%
6,502
+24
184
$1.81M 0.04%
15,515
185
$1.76M 0.04%
34,955
+7,548
186
$1.73M 0.04%
6,417
+530
187
$1.72M 0.04%
27,786
-202
188
$1.72M 0.04%
2,768
-184
189
$1.69M 0.03%
12,778
+247
190
$1.68M 0.03%
6,012
+1,094
191
$1.68M 0.03%
17,708
+2,070
192
$1.65M 0.03%
42,318
-255
193
$1.65M 0.03%
62,522
+682
194
$1.64M 0.03%
8,368
-6,807
195
$1.63M 0.03%
19,114
+557
196
$1.63M 0.03%
+30,000
197
$1.62M 0.03%
8,451
+191
198
$1.62M 0.03%
5,526
-48
199
$1.61M 0.03%
41,557
+11,371
200
$1.61M 0.03%
6,224
6 7
8
9 10