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
$7.02B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$384M
2
+$89.2M
3
+$48.6M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$48.3M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$23.2M

Top Sells

1
+$2.82M
2
+$2.41M
3
+$2.33M
4
META icon
Meta Platforms (Facebook)
META
+$2.01M
5
TFC icon
Truist Financial
TFC
+$1.82M

Sector Composition

1 Technology 4.21%
2 Industrials 2.03%
3 Financials 2.01%
4 Consumer Discretionary 1.96%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.03%
41,812
-1,754
227
$1.78M 0.03%
14,101
-1,812
228
$1.77M 0.03%
36,198
-7,010
229
$1.7M 0.02%
25,871
230
$1.69M 0.02%
18,866
+2,332
231
$1.67M 0.02%
6,276
-175
232
$1.65M 0.02%
7,763
+900
233
$1.64M 0.02%
32,618
-8,442
234
$1.63M 0.02%
47,476
-412
235
$1.63M 0.02%
53,587
-59,882
236
$1.62M 0.02%
15,731
-8,306
237
$1.61M 0.02%
61,514
-688
238
$1.6M 0.02%
19,599
+1,359
239
$1.6M 0.02%
6,595
+1,015
240
$1.6M 0.02%
591
-61
241
$1.58M 0.02%
62,698
-146
242
$1.58M 0.02%
68,997
+11,352
243
$1.57M 0.02%
68,511
+2,246
244
$1.57M 0.02%
19,397
-2,778
245
$1.53M 0.02%
3,824
+42
246
$1.5M 0.02%
17,182
+224
247
$1.49M 0.02%
6,026
+204
248
$1.48M 0.02%
68,794
+25,456
249
$1.47M 0.02%
13,090
-170
250
$1.46M 0.02%
40,078
-2,057
8 9
10
11 12