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
326
$801K 0.01%
1,874
-671
327
$798K 0.01%
2,664
+116
328
$797K 0.01%
2,400
-131
329
$795K 0.01%
5,898
+1,059
330
$795K 0.01%
17,157
-36,483
331
$792K 0.01%
29,554
+1,270
332
$791K 0.01%
18,500
+900
333
$789K 0.01%
62,135
+7,661
334
$788K 0.01%
5,542
+1,787
335
$776K 0.01%
17,781
+3,039
336
$776K 0.01%
6,820
+3,403
337
$762K 0.01%
8,327
+491
338
$750K 0.01%
21,205
-200
339
$747K 0.01%
3,970
+139
340
$742K 0.01%
3,816
+2,547
341
$739K 0.01%
3,864
-27
342
$734K 0.01%
2,406
+660
343
$733K 0.01%
8,646
+645
344
$730K 0.01%
9,964
+1,431
345
$724K 0.01%
23,720
346
$708K 0.01%
+615
347
$704K 0.01%
11,405
+760
348
$704K 0.01%
1,018
-280
349
$703K 0.01%
+8,680
350
$702K 0.01%
10,158
-1,549
12 13
14
15 16