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
201
$1.7M 0.03%
8,231
-220
202
$1.7M 0.03%
16,024
+4,087
203
$1.69M 0.03%
6,535
-247
204
$1.69M 0.03%
12,344
+67
205
$1.68M 0.03%
16,021
+312
206
$1.68M 0.03%
6,498
-312
207
$1.67M 0.03%
4,824
-57
208
$1.66M 0.03%
17,496
-212
209
$1.65M 0.03%
31,668
+2,480
210
$1.64M 0.03%
17,019
-988
211
$1.63M 0.03%
34,304
-876
212
$1.61M 0.03%
20,541
+10
213
$1.61M 0.03%
39,353
+819
214
$1.59M 0.03%
6,759
-319
215
$1.59M 0.03%
5,435
-91
216
$1.59M 0.03%
38,625
-3,693
217
$1.58M 0.03%
4,610
+85
218
$1.57M 0.03%
15,294
-336
219
$1.57M 0.03%
43,596
-1,012
220
$1.55M 0.03%
8,996
+1,019
221
$1.54M 0.03%
25,352
-318
222
$1.5M 0.03%
46,776
-1,738
223
$1.48M 0.03%
9,845
-1,010
224
$1.47M 0.03%
16,511
-1,103
225
$1.46M 0.03%
42,025
+400
7 8
9
10 11