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
651
$145K ﹤0.01%
+10,876
652
$142K ﹤0.01%
+10,146
653
$141K ﹤0.01%
21,787
-2,950
654
$141K ﹤0.01%
63,882
-2,875
655
$130K ﹤0.01%
22,415
-1,527
656
$129K ﹤0.01%
11,929
-337
657
$125K ﹤0.01%
+12,527
658
$124K ﹤0.01%
+15,000
659
$120K ﹤0.01%
+12,825
660
$117K ﹤0.01%
12,648
+826
661
$114K ﹤0.01%
13,641
-11,705
662
$112K ﹤0.01%
1,082
+5
663
$111K ﹤0.01%
17,355
664
$110K ﹤0.01%
10,000
665
$105K ﹤0.01%
28,425
+132
666
$104K ﹤0.01%
21,621
-606
667
$103K ﹤0.01%
+12,280
668
$98.5K ﹤0.01%
12,648
-1,455
669
$93.1K ﹤0.01%
+23,091
670
$91.2K ﹤0.01%
11,880
+1,228
671
$87.7K ﹤0.01%
+10,198
672
$85.8K ﹤0.01%
+25,767
673
$76.1K ﹤0.01%
23,341
674
$74K ﹤0.01%
31,364
+8,800
675
$73.3K ﹤0.01%
10,000
-740
25 26
27
28 29