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
576
$246K ﹤0.01%
+11,497
577
$246K ﹤0.01%
2,959
-743
578
$245K ﹤0.01%
4,479
-746
579
$244K ﹤0.01%
+736
580
$244K ﹤0.01%
1,592
+5
581
$241K ﹤0.01%
+4,285
582
$240K ﹤0.01%
+9,837
583
$239K ﹤0.01%
+5,250
584
$239K ﹤0.01%
2,270
-83
585
$239K ﹤0.01%
5,123
586
$239K ﹤0.01%
4,902
+768
587
$237K ﹤0.01%
14,241
+1,419
588
$235K ﹤0.01%
+5,442
589
$235K ﹤0.01%
31,162
-48
590
$234K ﹤0.01%
4,373
591
$232K ﹤0.01%
+1,522
592
$231K ﹤0.01%
4,209
-8,092
593
$231K ﹤0.01%
+2,842
594
$230K ﹤0.01%
+1,655
595
$230K ﹤0.01%
5,348
-52
596
$229K ﹤0.01%
16,218
-4,094
597
$226K ﹤0.01%
13,710
598
$226K ﹤0.01%
+2,088
599
$226K ﹤0.01%
+13,107
600
$224K ﹤0.01%
+8,879
22 23
24
25 26