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
476
$397K 0.01%
4,912
+456
477
$391K 0.01%
858
-123
478
$391K 0.01%
21,242
-3,758
479
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31,110
+5,711
480
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481
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6,749
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482
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483
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484
$382K 0.01%
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485
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486
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487
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488
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489
$370K 0.01%
7,040
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490
$368K 0.01%
16,190
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491
$363K 0.01%
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493
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15,864
494
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495
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496
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256
497
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498
$352K 0.01%
+2,360
499
$352K 0.01%
11,059
+884
500
$351K 0.01%
10,020
+16
18 19
20
21 22