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
501
$349K 0.01%
5,075
+461
502
$349K 0.01%
5,643
503
$347K ﹤0.01%
+2,076
504
$345K ﹤0.01%
3,818
-16
505
$343K ﹤0.01%
1,980
+733
506
$341K ﹤0.01%
10,440
-387
507
$339K ﹤0.01%
3,027
-314
508
$338K ﹤0.01%
2,290
+248
509
$336K ﹤0.01%
7,605
+2,635
510
$334K ﹤0.01%
3,542
+755
511
$334K ﹤0.01%
5,410
+1,064
512
$333K ﹤0.01%
+10,944
513
$329K ﹤0.01%
736
+158
514
$328K ﹤0.01%
8,850
+650
515
$328K ﹤0.01%
1,724
+133
516
$327K ﹤0.01%
14,292
-29
517
$327K ﹤0.01%
+11,392
518
$326K ﹤0.01%
782
+131
519
$323K ﹤0.01%
5,018
+957
520
$322K ﹤0.01%
1,740
+258
521
$320K ﹤0.01%
+4,055
522
$320K ﹤0.01%
6,429
+708
523
$319K ﹤0.01%
+4,134
524
$316K ﹤0.01%
+2,140
525
$316K ﹤0.01%
3,210
+398
19 20
21
22 23