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
401
$547K 0.01%
7,898
-1,404
402
$546K 0.01%
11,870
+388
403
$542K 0.01%
7,303
-981
404
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9,240
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405
$531K 0.01%
4,044
+355
406
$530K 0.01%
3,712
-1,491
407
$525K 0.01%
17,574
+1,728
408
$524K 0.01%
4,770
-473
409
$523K 0.01%
1,479
-58
410
$520K 0.01%
7,138
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411
$519K 0.01%
1,541
-477
412
$518K 0.01%
1,409
-20
413
$514K 0.01%
4,563
+980
414
$513K 0.01%
7,948
-9
415
$511K 0.01%
5,248
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416
$511K 0.01%
46,441
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417
$507K 0.01%
5,179
-4,172
418
$507K 0.01%
5,750
+546
419
$507K 0.01%
8,478
+327
420
$506K 0.01%
37,576
-116
421
$505K 0.01%
1,436
+159
422
$501K 0.01%
3,578
-230
423
$501K 0.01%
9,008
+108
424
$499K 0.01%
7,970
+2,952
425
$499K 0.01%
+7,468
15 16
17
18 19