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
426
$498K 0.01%
3,328
+1,136
427
$494K 0.01%
+1,743
428
$488K 0.01%
5,785
+210
429
$485K 0.01%
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430
$480K 0.01%
+21,016
431
$479K 0.01%
28,493
+4,321
432
$477K 0.01%
26,922
-1,000
433
$474K 0.01%
6,616
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434
$471K 0.01%
6,113
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435
$471K 0.01%
44,067
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436
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4,179
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437
$470K 0.01%
8,380
+3,840
438
$469K 0.01%
4,142
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439
$469K 0.01%
8,185
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440
$468K 0.01%
8,924
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441
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2,993
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442
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4,187
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443
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12,596
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444
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182
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445
$454K 0.01%
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446
$454K 0.01%
36,166
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447
$452K 0.01%
+18,551
448
$451K 0.01%
3,725
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449
$450K 0.01%
5,396
+857
450
$442K 0.01%
6,624
+316
16 17
18
19 20