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
626
$212K ﹤0.01%
+1,101
627
$211K ﹤0.01%
+6,890
628
$211K ﹤0.01%
10,200
629
$210K ﹤0.01%
+2,292
630
$210K ﹤0.01%
1,821
-1,199
631
$210K ﹤0.01%
+5,125
632
$209K ﹤0.01%
+9,320
633
$207K ﹤0.01%
+1,816
634
$206K ﹤0.01%
+3,160
635
$205K ﹤0.01%
+2,956
636
$205K ﹤0.01%
5,439
-483
637
$205K ﹤0.01%
+471
638
$205K ﹤0.01%
+3,787
639
$203K ﹤0.01%
+7,595
640
$202K ﹤0.01%
+2,798
641
$201K ﹤0.01%
+3,071
642
$200K ﹤0.01%
20,013
-1,142
643
$192K ﹤0.01%
4,230
+67
644
$185K ﹤0.01%
10,575
-168
645
$176K ﹤0.01%
16,776
-13,519
646
$174K ﹤0.01%
17,421
+213
647
$165K ﹤0.01%
4,907
+412
648
$165K ﹤0.01%
126,668
+106,062
649
$161K ﹤0.01%
+10,232
650
$148K ﹤0.01%
19,035
-100
24 25
26
27 28