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
151
$3.84M 0.05%
38,783
+11,272
152
$3.77M 0.05%
53,502
+7,130
153
$3.76M 0.05%
101,181
-5,532
154
$3.7M 0.05%
41,461
+358
155
$3.66M 0.05%
16,230
+8,011
156
$3.65M 0.05%
46,570
+12,773
157
$3.55M 0.05%
7,265
+451
158
$3.55M 0.05%
17,331
+6,439
159
$3.55M 0.05%
68,222
+5,218
160
$3.43M 0.05%
44,493
-43
161
$3.39M 0.05%
137,750
+11,298
162
$3.39M 0.05%
8,610
+167
163
$3.38M 0.05%
37,359
-5,043
164
$3.35M 0.05%
73,992
+43,514
165
$3.34M 0.05%
52,225
+2,034
166
$3.31M 0.05%
239,144
+21,058
167
$3.27M 0.05%
71,662
+43,834
168
$3.24M 0.05%
41,371
+1,183
169
$3.22M 0.05%
78,404
-8,986
170
$3.2M 0.05%
130,790
+71,670
171
$3.15M 0.04%
59,126
+51,327
172
$3.08M 0.04%
8,996
-522
173
$3.06M 0.04%
12,241
+245
174
$3.01M 0.04%
21,798
+8,737
175
$3M 0.04%
5,757
+242
5 6
7
8 9