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
201
$2.36M 0.03%
+6,185
202
$2.34M 0.03%
31,597
+851
203
$2.32M 0.03%
11,191
-184
204
$2.3M 0.03%
23,796
+7,217
205
$2.28M 0.03%
35,750
+29,665
206
$2.28M 0.03%
54,830
+1,274
207
$2.26M 0.03%
11,678
-965
208
$2.26M 0.03%
26,016
+3,200
209
$2.25M 0.03%
21,032
-469
210
$2.25M 0.03%
41,305
+734
211
$2.1M 0.03%
15,946
+7,334
212
$2.1M 0.03%
2,347
+869
213
$1.99M 0.03%
16,194
+991
214
$1.98M 0.03%
48,742
+2,980
215
$1.98M 0.03%
14,930
-148
216
$1.96M 0.03%
21,077
+1,965
217
$1.93M 0.03%
27,504
+1,992
218
$1.92M 0.03%
6,213
-94
219
$1.89M 0.03%
7,549
-555
220
$1.87M 0.03%
19,785
-2,215
221
$1.86M 0.03%
70,402
+10,612
222
$1.83M 0.03%
13,225
+2,829
223
$1.82M 0.03%
3,974
+248
224
$1.81M 0.03%
52,953
+3,027
225
$1.8M 0.03%
17,371
+1,312
7 8
9
10 11