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
126
$5.55M 0.08%
46,631
+18,687
127
$5.53M 0.08%
167,253
+113
128
$5.34M 0.08%
160,809
+2,072
129
$5.33M 0.08%
29,585
+17,913
130
$5.19M 0.07%
180,302
+133,773
131
$5.07M 0.07%
209,340
+146,121
132
$5.04M 0.07%
292,326
+33,642
133
$4.94M 0.07%
50,594
+33,771
134
$4.93M 0.07%
151,638
-8,329
135
$4.9M 0.07%
23,591
+6,682
136
$4.79M 0.07%
199,438
-66,144
137
$4.76M 0.07%
+79,838
138
$4.74M 0.07%
100,816
-8,859
139
$4.67M 0.07%
127,410
-3,077
140
$4.61M 0.07%
20,744
+7,061
141
$4.4M 0.06%
165,654
+79,896
142
$4.36M 0.06%
45,651
-2,545
143
$4.31M 0.06%
230,032
-1,248
144
$4.29M 0.06%
97,300
+2,450
145
$4.25M 0.06%
+85,633
146
$4.19M 0.06%
23,494
+419
147
$4.15M 0.06%
41,135
+29,404
148
$4.03M 0.06%
37,999
+4,088
149
$3.94M 0.06%
+80,926
150
$3.85M 0.05%
73,241
-45,851
4 5
6
7 8