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
176
$1.97M 0.04%
9,813
-86
177
$1.95M 0.04%
67,687
-11,225
178
$1.91M 0.04%
48,724
+2,350
179
$1.9M 0.04%
27,168
+362
180
$1.89M 0.04%
8,772
+359
181
$1.87M 0.04%
17,479
+1,863
182
$1.85M 0.04%
26,005
-199
183
$1.82M 0.04%
15,682
+440
184
$1.8M 0.04%
17,467
+392
185
$1.78M 0.04%
8,327
+257
186
$1.77M 0.03%
17,412
-153
187
$1.76M 0.03%
13,035
+154
188
$1.74M 0.03%
23,604
-302
189
$1.72M 0.03%
7,013
+127
190
$1.71M 0.03%
40,160
+590
191
$1.71M 0.03%
11,136
-163
192
$1.67M 0.03%
50,768
+4,667
193
$1.67M 0.03%
6,005
+96
194
$1.63M 0.03%
56,226
+6,965
195
$1.63M 0.03%
93,310
-26,440
196
$1.63M 0.03%
68,069
-3,565
197
$1.62M 0.03%
22,673
-2,367
198
$1.62M 0.03%
7,230
-22
199
$1.61M 0.03%
10,726
-189
200
$1.6M 0.03%
22,270
+7,691
6 7
8
9 10