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
51
$18.9M 0.27%
116,169
-4,177
52
$18.8M 0.27%
113,808
+25,035
53
$16.8M 0.24%
35,037
-1,841
54
$16.7M 0.24%
277,081
+55,052
55
$16.3M 0.23%
640,921
+54,797
56
$15.5M 0.22%
133,968
+32,547
57
$15M 0.21%
522,065
+6,679
58
$14.9M 0.21%
238,574
-22
59
$14.5M 0.21%
57,116
+1,819
60
$14.4M 0.21%
77,971
+11,733
61
$14M 0.2%
37,967
+1,303
62
$13.8M 0.2%
129,694
+30,862
63
$13.6M 0.19%
45,583
+6,123
64
$13.6M 0.19%
72,480
+13,071
65
$13.3M 0.19%
28,886
+3,488
66
$12.8M 0.18%
26,561
+5,344
67
$12.8M 0.18%
715,424
+202,840
68
$12.4M 0.18%
24
69
$12.3M 0.18%
228,901
+95,041
70
$12.2M 0.17%
500,660
+211,626
71
$12M 0.17%
76,243
-1,924
72
$11.9M 0.17%
88,694
-5,287
73
$11.9M 0.17%
60,043
+533
74
$11.6M 0.17%
105,239
+70,411
75
$11.6M 0.17%
24,785
+12,187
1 2
3
4 5