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
676
$72.5K ﹤0.01%
23,002
677
$71.5K ﹤0.01%
50,000
678
$60K ﹤0.01%
11,827
+692
679
$55.2K ﹤0.01%
11,569
680
$46.6K ﹤0.01%
30,851
-25
681
$41.5K ﹤0.01%
10,711
682
$40.8K ﹤0.01%
17,720
683
$40.1K ﹤0.01%
+23,453
684
$39.5K ﹤0.01%
14,000
685
$39.1K ﹤0.01%
+177
686
$38.6K ﹤0.01%
75,334
687
$35.8K ﹤0.01%
+399
688
$32.7K ﹤0.01%
+10,198
689
$29.9K ﹤0.01%
7,246
690
$28.5K ﹤0.01%
4,667
691
$21.8K ﹤0.01%
2,377
692
$19.7K ﹤0.01%
12
693
$19.1K ﹤0.01%
13,234
694
$8.46K ﹤0.01%
+3,167
695
$8.46K ﹤0.01%
+400
696
$4.87K ﹤0.01%
800
+400
697
– –
0
698
$2.2K ﹤0.01%
667
699
– –
-15,709
700
– –
-3,189
25 26 27
28
29