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
76
$11.5M 0.16%
37,077
+9,646
77
$11.3M 0.16%
196,332
+71,536
78
$11M 0.16%
631,998
-8,625
79
$10.9M 0.15%
148,768
-9,291
80
$10.1M 0.14%
300,722
-30,704
81
$10M 0.14%
173,732
-11,582
82
$9.95M 0.14%
20,685
-172
83
$9.63M 0.14%
439,758
+20,482
84
$9.54M 0.14%
86,394
+270
85
$9.46M 0.13%
99,467
+14,242
86
$9.39M 0.13%
129,480
-3,797
87
$9.26M 0.13%
84,923
-1,163
88
$9.17M 0.13%
63,062
+1,847
89
$9.15M 0.13%
16,989
+5,534
90
$9.11M 0.13%
215,430
+10,340
91
$9.02M 0.13%
174,303
+52,060
92
$8.83M 0.13%
40,120
+3,395
93
$8.75M 0.12%
100,860
+47,900
94
$8.57M 0.12%
157,548
-1,274
95
$8.56M 0.12%
163,311
+49,005
96
$8.53M 0.12%
79,252
-1,326
97
$8.52M 0.12%
113,234
+717
98
$8.45M 0.12%
29,872
+7,119
99
$8.36M 0.12%
51,855
+2,902
100
$7.92M 0.11%
39,067
+1,434
2 3
4
5 6