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
376
$623K 0.01%
4,183
+1,100
377
$621K 0.01%
32,340
-1,338
378
$620K 0.01%
5,391
+333
379
$619K 0.01%
11,621
+1,289
380
$615K 0.01%
18,258
-412
381
$611K 0.01%
3,123
+553
382
$601K 0.01%
9,489
+1,100
383
$601K 0.01%
20,858
+6,879
384
$593K 0.01%
3,200
+22
385
$591K 0.01%
1,832
+184
386
$588K 0.01%
16,670
+3,196
387
$587K 0.01%
16,483
+8,131
388
$587K 0.01%
8,709
-1,569
389
$586K 0.01%
10,376
+9
390
$585K 0.01%
4,411
-202
391
$585K 0.01%
5,231
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392
$585K 0.01%
3,678
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393
$584K 0.01%
46,156
-61
394
$581K 0.01%
4,045
+697
395
$580K 0.01%
9,514
+1,639
396
$579K 0.01%
3,702
+43
397
$571K 0.01%
+27,657
398
$568K 0.01%
6,063
+427
399
$563K 0.01%
20,577
-13,867
400
$555K 0.01%
2,884
+81
14 15
16
17 18