BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$368M
2
+$84.5M
3
+$45.9M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$45.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$23.2M

Top Sells

1
+$2.67M
2
+$2.39M
3
+$2.36M
4
TFC icon
Truist Financial
TFC
+$1.86M
5
META icon
Meta Platforms (Facebook)
META
+$1.73M

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
176
$2.99M 0.04%
133,695
+909
177
$2.98M 0.04%
8,669
+1,264
178
$2.97M 0.04%
16,186
-203
179
$2.96M 0.04%
38,454
-6
180
$2.96M 0.04%
14,367
+7,208
181
$2.94M 0.04%
26,607
+939
182
$2.92M 0.04%
34,866
+15,200
183
$2.89M 0.04%
42,819
+2,375
184
$2.89M 0.04%
21,563
-1,026
185
$2.88M 0.04%
123,843
+1,731
186
$2.88M 0.04%
29,462
+10,186
187
$2.8M 0.04%
35,006
-1,296
188
$2.76M 0.04%
12,579
-1,442
189
$2.7M 0.04%
27,566
-204
190
$2.64M 0.04%
15,171
-1,082
191
$2.62M 0.04%
+66,113
192
$2.61M 0.04%
163,711
-26,228
193
$2.6M 0.04%
11,327
+6,016
194
$2.55M 0.04%
15,077
+6,395
195
$2.51M 0.04%
39,000
+1,660
196
$2.48M 0.04%
11,539
-389
197
$2.44M 0.03%
5,529
+1,313
198
$2.41M 0.03%
+14,995
199
$2.38M 0.03%
+92,475
200
$2.36M 0.03%
10,082
-338
6 7
8
9 10