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
$4.14B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$501M
3
+$251M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$146M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.2M

Top Sells

1
+$24.3M
2
+$10M
3
+$4.53M
4
AAPL icon
Apple
AAPL
+$4.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.73M

Sector Composition

1 Technology 4.74%
2 Communication Services 4.61%
3 Financials 3.44%
4 Industrials 3.21%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.59M 0.04%
17,983
+4
202
$1.58M 0.04%
49,416
+924
203
$1.58M 0.04%
21,433
-2,528
204
$1.55M 0.04%
15,638
-2,080
205
$1.55M 0.04%
7,153
-159
206
$1.54M 0.04%
4,376
+1,186
207
$1.54M 0.04%
67,719
+19,590
208
$1.54M 0.04%
5,217
+103
209
$1.51M 0.04%
20,745
+48
210
$1.51M 0.04%
28,641
+1,429
211
$1.45M 0.03%
11,657
+1,326
212
$1.44M 0.03%
18,021
+349
213
$1.44M 0.03%
12,147
-113
214
$1.44M 0.03%
30,110
-3,343
215
$1.44M 0.03%
8,455
-1,715
216
$1.43M 0.03%
14,518
+6,342
217
$1.43M 0.03%
4,938
+597
218
$1.43M 0.03%
4,918
+328
219
$1.41M 0.03%
14,343
-2,168
220
$1.4M 0.03%
5,887
+1,974
221
$1.38M 0.03%
25,472
+12
222
$1.38M 0.03%
27,407
+7,850
223
$1.36M 0.03%
50,634
+96
224
$1.35M 0.03%
11,201
-8,541
225
$1.34M 0.03%
39,845
-3,133
7 8
9
10 11