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
176
$2.07M 0.04%
33,171
-364
177
$2.05M 0.04%
10,980
-1,075
178
$2M 0.04%
7,944
-424
179
$1.99M 0.04%
10,579
-251
180
$1.99M 0.04%
74,592
+472
181
$1.99M 0.04%
81,519
+12,129
182
$1.98M 0.04%
15,215
-250
183
$1.95M 0.04%
47,065
-3,271
184
$1.94M 0.04%
16,843
+12,307
185
$1.93M 0.04%
18,630
-1,622
186
$1.92M 0.04%
63,191
-30,975
187
$1.87M 0.04%
2,850
-101
188
$1.86M 0.04%
6,608
+596
189
$1.85M 0.04%
49,260
-537
190
$1.83M 0.04%
3,879
+161
191
$1.83M 0.04%
6,272
-145
192
$1.82M 0.04%
3,978
+152
193
$1.81M 0.03%
26,335
-1,451
194
$1.79M 0.03%
12,538
-240
195
$1.78M 0.03%
25,165
+15,960
196
$1.78M 0.03%
742
-53
197
$1.77M 0.03%
9,159
-257
198
$1.77M 0.03%
63,624
+1,102
199
$1.74M 0.03%
20,696
-393
200
$1.72M 0.03%
2,607
-161
6 7
8
9 10