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
201
$2.6M 0.03%
28,398
-4,597
202
$2.59M 0.03%
21,328
-477
203
$2.57M 0.03%
53,810
-2,276
204
$2.53M 0.03%
36,087
+21,473
205
$2.52M 0.03%
6,142
-46
206
$2.51M 0.03%
11,619
+171
207
$2.49M 0.03%
25,294
+814
208
$2.49M 0.03%
48,440
-3,158
209
$2.47M 0.03%
11,051
-140
210
$2.45M 0.03%
10,126
-404
211
$2.45M 0.03%
70,601
+17,315
212
$2.41M 0.03%
41,308
+1
213
$2.41M 0.03%
15,127
+138
214
$2.39M 0.03%
30,629
+22,174
215
$2.32M 0.03%
31,787
+67
216
$2.31M 0.03%
22,097
-1,557
217
$2.3M 0.03%
6,557
+130
218
$2.3M 0.03%
26,520
+649
219
$2.3M 0.03%
52,438
-2,142
220
$2.3M 0.03%
95,041
+60,816
221
$2.3M 0.03%
19,780
-292
222
$2.27M 0.03%
56,325
-13,437
223
$2.24M 0.03%
7,206
+3,319
224
$2.19M 0.03%
43,838
-28,469
225
$2.14M 0.03%
+45,071
7 8
9
10 11