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
601
$224K ﹤0.01%
6,321
+571
602
$224K ﹤0.01%
11,916
-2,208
603
$224K ﹤0.01%
+4,326
604
$223K ﹤0.01%
+1,705
605
$222K ﹤0.01%
1,219
-93
606
$222K ﹤0.01%
3,582
+201
607
$222K ﹤0.01%
+5,552
608
$221K ﹤0.01%
+8,115
609
$221K ﹤0.01%
+1,616
610
$221K ﹤0.01%
2,504
-545
611
$220K ﹤0.01%
4,276
-32
612
$220K ﹤0.01%
1,925
+265
613
$220K ﹤0.01%
+1,540
614
$218K ﹤0.01%
23,361
-14
615
$218K ﹤0.01%
12,233
-976
616
$218K ﹤0.01%
+12,847
617
$216K ﹤0.01%
2,241
618
$216K ﹤0.01%
7,131
619
$215K ﹤0.01%
915
-290
620
$215K ﹤0.01%
1,445
-166
621
$215K ﹤0.01%
+9,314
622
$215K ﹤0.01%
3,417
623
$214K ﹤0.01%
+5,172
624
$214K ﹤0.01%
1,374
-94
625
$212K ﹤0.01%
+8,158
23 24
25
26 27