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
251
$1.45M 0.02%
5,179
-252
252
$1.45M 0.02%
35,808
-588
253
$1.42M 0.02%
42,047
-1,200
254
$1.4M 0.02%
9,407
-51
255
$1.38M 0.02%
9,927
+78
256
$1.37M 0.02%
2,831
+31
257
$1.37M 0.02%
69,913
+34,463
258
$1.36M 0.02%
24,078
+1,757
259
$1.36M 0.02%
7,823
+887
260
$1.33M 0.02%
5,048
+210
261
$1.33M 0.02%
35,220
-699
262
$1.31M 0.02%
6,701
+250
263
$1.3M 0.02%
3,944
+752
264
$1.29M 0.02%
39,847
+11,052
265
$1.27M 0.02%
27,108
266
$1.23M 0.02%
+12,674
267
$1.23M 0.02%
8,504
+554
268
$1.22M 0.02%
6,224
269
$1.21M 0.02%
16,616
+3,378
270
$1.19M 0.02%
10,546
-28
271
$1.19M 0.02%
5,629
+652
272
$1.18M 0.02%
12,465
+246
273
$1.17M 0.02%
41,156
+1,190
274
$1.16M 0.02%
21,800
+1,307
275
$1.15M 0.02%
76,076
-1,296
9 10
11
12 13