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
$2.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$12.3M
3
+$10.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.86M

Top Sells

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.88M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.73M

Sector Composition

1 Technology 9.06%
2 Communication Services 8.54%
3 Industrials 6.59%
4 Consumer Discretionary 5.7%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.07%
25,460
+108
202
$1.35M 0.07%
10,010
+4,378
203
$1.35M 0.07%
20,697
+1,708
204
$1.33M 0.07%
6,700
-1,669
205
$1.32M 0.06%
22,140
+9,917
206
$1.31M 0.06%
27,579
207
$1.28M 0.06%
5,404
-619
208
$1.28M 0.06%
30,221
-3,160
209
$1.26M 0.06%
4,590
-255
210
$1.24M 0.06%
50,538
+2,696
211
$1.22M 0.06%
9,020
+440
212
$1.22M 0.06%
13,335
-2,624
213
$1.22M 0.06%
10,331
+53
214
$1.22M 0.06%
53,686
-16,115
215
$1.22M 0.06%
4,341
+123
216
$1.19M 0.06%
3,190
+41
217
$1.19M 0.06%
6,240
-104
218
$1.17M 0.06%
53,062
+105
219
$1.15M 0.06%
45,652
-886
220
$1.14M 0.06%
13,805
+1,602
221
$1.14M 0.06%
9,465
+407
222
$1.11M 0.05%
9,252
+471
223
$1.1M 0.05%
7,464
-1,563
224
$1.07M 0.05%
12,576
+472
225
$1.07M 0.05%
16,307
+127
7 8
9
10 11