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
451
$439K 0.01%
6,903
+2,006
452
$439K 0.01%
+4,474
453
$438K 0.01%
9,146
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454
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455
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3,991
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456
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6,595
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457
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8,236
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458
$429K 0.01%
5,313
+596
459
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+11,884
460
$423K 0.01%
100,000
-1,548
461
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3,345
-151
462
$421K 0.01%
4,924
-1,551
463
$418K 0.01%
22,129
-1,350
464
$418K 0.01%
6,197
-1,287
465
$418K 0.01%
6,700
466
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+13,862
467
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3,518
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468
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5,438
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469
$412K 0.01%
4,268
+1,785
470
$411K 0.01%
+351
471
$410K 0.01%
2,088
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472
$404K 0.01%
18,500
473
$404K 0.01%
5,926
+808
474
$400K 0.01%
4,832
-462
475
$398K 0.01%
2,924
+128
17 18
19
20 21