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
$8.41B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$62.5M
3
+$60.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$36.4M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$36M

Top Sells

1
+$16.9M
2
+$6.62M
3
+$6.61M
4
BAC icon
Bank of America
BAC
+$6.54M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$6.34M

Sector Composition

1 Technology 3.94%
2 Financials 1.87%
3 Industrials 1.85%
4 Consumer Discretionary 1.74%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.36M 0.04%
39,976
+12,096
177
$3.31M 0.04%
14,879
-889
178
$3.29M 0.04%
5,259
-57
179
$3.26M 0.04%
41,590
+1,680
180
$3.24M 0.04%
32,077
-8,960
181
$3.22M 0.04%
12,305
+101
182
$3.17M 0.04%
32,994
-5,754
183
$3.15M 0.04%
5,935
+277
184
$3.12M 0.04%
56,521
+25,130
185
$3.11M 0.04%
106,930
-41,198
186
$3.03M 0.04%
8,044
-29
187
$3.03M 0.04%
26,311
-2,673
188
$3.02M 0.04%
8,961
-27
189
$3.01M 0.04%
132,567
+61,146
190
$3.01M 0.04%
11,597
+50
191
$2.92M 0.03%
115,218
-78,354
192
$2.88M 0.03%
12,348
-199
193
$2.85M 0.03%
21,791
+536
194
$2.78M 0.03%
12,659
-1,191
195
$2.75M 0.03%
5,675
-741
196
$2.74M 0.03%
28,462
+128
197
$2.72M 0.03%
9,991
-157
198
$2.69M 0.03%
61,622
-18,151
199
$2.68M 0.03%
31,369
-2,243
200
$2.64M 0.03%
53,730
+10,509
6 7
8
9 10