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
276
$1.15M 0.02%
9,000
+138
277
$1.14M 0.02%
19,977
+3,954
278
$1.14M 0.02%
38,512
-2,052
279
$1.13M 0.02%
2,256
-10
280
$1.13M 0.02%
18,153
+4,370
281
$1.12M 0.02%
12,827
+1,338
282
$1.12M 0.02%
16,109
+1,012
283
$1.12M 0.02%
27,957
+4,307
284
$1.12M 0.02%
7,817
+3,217
285
$1.12M 0.02%
53,626
+4,810
286
$1.11M 0.02%
25,352
287
$1.11M 0.02%
28,490
+2,731
288
$1.1M 0.02%
14,357
+178
289
$1.1M 0.02%
3,771
-136
290
$1.1M 0.02%
9,412
-229
291
$1.08M 0.02%
20,916
+1,350
292
$1.05M 0.01%
45,540
+7,588
293
$1.05M 0.01%
14,337
+3,397
294
$1.05M 0.01%
6,156
-674
295
$1.04M 0.01%
7,234
+3,747
296
$1.04M 0.01%
8,643
+482
297
$1.03M 0.01%
11,731
-1,596
298
$1.02M 0.01%
+21,245
299
$1.02M 0.01%
+20,082
300
$1.02M 0.01%
32,876
+1,240
10 11
12
13 14