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
301
$1M 0.01%
4,099
-61
302
$995K 0.01%
12,270
+36
303
$983K 0.01%
5,869
+803
304
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10,265
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305
$963K 0.01%
4,788
+136
306
$955K 0.01%
23,438
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307
$953K 0.01%
14,970
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308
$951K 0.01%
10,130
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309
$950K 0.01%
8,417
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310
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311
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9,155
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312
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14,694
-80
313
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1,965
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314
$862K 0.01%
10,245
-346
315
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7,886
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316
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9,434
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317
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11,271
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318
$850K 0.01%
17,292
+1,406
319
$846K 0.01%
26,757
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320
$840K 0.01%
33,193
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321
$831K 0.01%
8,006
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322
$815K 0.01%
7,522
323
$812K 0.01%
9,649
+1,086
324
$807K 0.01%
+3,430
325
$803K 0.01%
+11,346
11 12
13
14 15