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
26
$36.3M 0.52%
106,452
+3,004
27
$35.3M 0.5%
612,645
+115,298
28
$35.1M 0.5%
246,660
+9,960
29
$33.9M 0.48%
204,866
+6,702
30
$32.4M 0.46%
835,520
+1,269
31
$32.2M 0.46%
269,049
-6,276
32
$31M 0.44%
204,047
+142,258
33
$30.5M 0.43%
544,686
+31,502
34
$30.2M 0.43%
68,168
-1,313
35
$29.3M 0.42%
106,611
+2,579
36
$28.4M 0.4%
481,040
-20,027
37
$27.4M 0.39%
363,761
+141,071
38
$27.2M 0.39%
225,258
-1,793
39
$25M 0.36%
1,055,829
+382,272
40
$24.8M 0.35%
94,607
+3,083
41
$24.4M 0.35%
599,103
+235,700
42
$24.1M 0.34%
297,454
+7,045
43
$23.4M 0.33%
57,455
+19,438
44
$23.4M 0.33%
470,207
-15,066
45
$22.2M 0.32%
90,960
+670
46
$21.6M 0.31%
201,801
+24,819
47
$21.5M 0.31%
206,316
-13,191
48
$20.5M 0.29%
90,396
-1,324
49
$20.2M 0.29%
861,115
+158,156
50
$19.4M 0.28%
232,452
+12,576
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