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
551
$274K ﹤0.01%
7,374
-7,222
552
$273K ﹤0.01%
+3,362
553
$272K ﹤0.01%
4,104
+23
554
$269K ﹤0.01%
6,931
+1,807
555
$268K ﹤0.01%
2,411
+77
556
$265K ﹤0.01%
14,064
-60
557
$264K ﹤0.01%
+2,622
558
$263K ﹤0.01%
+4,861
559
$262K ﹤0.01%
+2,242
560
$262K ﹤0.01%
5,928
+1,856
561
$262K ﹤0.01%
2,201
562
$261K ﹤0.01%
+1,719
563
$261K ﹤0.01%
2,729
+592
564
$260K ﹤0.01%
4,822
+246
565
$260K ﹤0.01%
747
+17
566
$260K ﹤0.01%
2,418
+229
567
$256K ﹤0.01%
4,245
-58
568
$256K ﹤0.01%
+4,283
569
$255K ﹤0.01%
+1,734
570
$250K ﹤0.01%
4,413
-3,229
571
$249K ﹤0.01%
+6,674
572
$249K ﹤0.01%
+1,689
573
$249K ﹤0.01%
14,400
-1,865
574
$247K ﹤0.01%
7,323
+977
575
$246K ﹤0.01%
1,962
21 22
23
24 25