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
526
$313K ﹤0.01%
6,865
-336
527
$312K ﹤0.01%
5,105
528
$310K ﹤0.01%
6,311
-1,432
529
$310K ﹤0.01%
1,056
+57
530
$309K ﹤0.01%
2,523
+699
531
$309K ﹤0.01%
7,903
+266
532
$307K ﹤0.01%
2,022
+8
533
$306K ﹤0.01%
26,955
-2,875
534
$305K ﹤0.01%
2,399
-441
535
$299K ﹤0.01%
4,215
-241
536
$298K ﹤0.01%
8,416
-217
537
$294K ﹤0.01%
2,420
-49
538
$293K ﹤0.01%
849
+42
539
$290K ﹤0.01%
+4,562
540
$289K ﹤0.01%
3,523
+1,833
541
$287K ﹤0.01%
+6,654
542
$286K ﹤0.01%
760
543
$285K ﹤0.01%
+394
544
$283K ﹤0.01%
725
-64
545
$281K ﹤0.01%
10,638
+787
546
$281K ﹤0.01%
8,463
-528
547
$281K ﹤0.01%
+1,996
548
$278K ﹤0.01%
+6,119
549
$276K ﹤0.01%
4,250
+513
550
$276K ﹤0.01%
4,340
20 21
22
23 24