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
1
$885M 21.35%
+32,790,164
2
$501M 12.1%
+11,188,003
3
$254M 6.13%
3,743,675
+711,420
4
$251M 6.05%
+5,324,551
5
$146M 3.52%
+2,497,525
6
$98.1M 2.37%
440,297
+109,321
7
$95.9M 2.31%
275,758
-28,887
8
$67.7M 1.63%
494,023
-30,664
9
$66M 1.59%
383,500
+1,720
10
$61.6M 1.49%
684,919
-270,445
11
$39.8M 0.96%
758,524
+727,674
12
$39.6M 0.96%
92,098
-309
13
$38.1M 0.92%
140,719
-5,468
14
$36.8M 0.89%
132,441
+54,429
15
$35.2M 0.85%
428,351
+65,485
16
$34.2M 0.82%
279,880
-980
17
$33.9M 0.82%
831,774
-45,308
18
$32.6M 0.79%
439,246
+310,919
19
$31.3M 0.76%
605,140
+243,718
20
$30.4M 0.73%
175,136
-957
21
$27.9M 0.67%
538,712
+14,966
22
$27.6M 0.67%
211,572
-5,988
23
$26.7M 0.64%
212,760
+1,060
24
$26.6M 0.64%
62,211
+2,647
25
$23.2M 0.56%
168,811
-254
1
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