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
201
$1.59M 0.03%
38,137
+3,489
202
$1.58M 0.03%
17,340
+1,023
203
$1.57M 0.03%
45,260
-8,321
204
$1.55M 0.03%
20,340
+6,082
205
$1.54M 0.03%
5,352
+465
206
$1.52M 0.03%
44,392
-1,865
207
$1.52M 0.03%
3,945
+6
208
$1.51M 0.03%
16,752
+239
209
$1.51M 0.03%
61,798
-1,685
210
$1.5M 0.03%
6,224
211
$1.49M 0.03%
18,675
+751
212
$1.48M 0.03%
6,504
+113
213
$1.47M 0.03%
64,902
+736
214
$1.47M 0.03%
3,080
-84
215
$1.46M 0.03%
16,367
+317
216
$1.44M 0.03%
30,948
+24,405
217
$1.43M 0.03%
15,945
+172
218
$1.43M 0.03%
11,241
+3,350
219
$1.43M 0.03%
25,352
220
$1.41M 0.03%
50,592
-16,536
221
$1.41M 0.03%
4,189
+100
222
$1.39M 0.03%
5,291
+1,806
223
$1.39M 0.03%
16,681
+447
224
$1.38M 0.03%
46,902
+4,376
225
$1.38M 0.03%
21,809
+877
7 8
9
10 11