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
101
$7.35M 0.1%
34,823
+3,149
102
$7.31M 0.1%
98,461
-2,691
103
$7.15M 0.1%
255,844
-37,522
104
$7.04M 0.1%
75,101
+17,706
105
$6.99M 0.1%
295,044
+7,707
106
$6.91M 0.1%
252,851
+93,809
107
$6.85M 0.1%
68,691
+4,502
108
$6.75M 0.1%
28,421
+5,605
109
$6.73M 0.1%
37,520
+12,981
110
$6.71M 0.1%
+89,322
111
$6.67M 0.09%
47,363
-2,010
112
$6.55M 0.09%
41,612
+4,452
113
$6.46M 0.09%
196,262
+33,530
114
$6.45M 0.09%
66,458
+6,415
115
$6.24M 0.09%
259,297
+172,188
116
$6.2M 0.09%
52,055
+13,695
117
$6.14M 0.09%
107,041
+70,301
118
$6.02M 0.09%
115,100
+6,235
119
$6M 0.09%
14,812
+649
120
$5.91M 0.08%
+141,684
121
$5.9M 0.08%
61,541
+12,360
122
$5.87M 0.08%
116,831
-22,672
123
$5.75M 0.08%
23,362
+4,161
124
$5.74M 0.08%
145,101
-4,433
125
$5.73M 0.08%
232,683
+66,513
3 4
5
6 7