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
$5.5B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$25.9M
3
+$14.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$12.5M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$11.1M

Top Sells

1
+$5.47M
2
+$4.02M
3
+$3.42M
4
IMRX icon
Immuneering
IMRX
+$2.87M
5
AAPL icon
Apple
AAPL
+$1.8M

Sector Composition

1 Technology 3.28%
2 Financials 2.47%
3 Industrials 2.43%
4 Healthcare 2.05%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.41M 0.03%
10,396
-781
227
$1.41M 0.03%
16,958
+736
228
$1.39M 0.03%
30,478
-5,406
229
$1.39M 0.03%
16,579
-246
230
$1.37M 0.02%
25,871
231
$1.36M 0.02%
43,247
+1,105
232
$1.35M 0.02%
6,224
233
$1.35M 0.02%
4,216
-21
234
$1.34M 0.02%
46,529
-317
235
$1.31M 0.02%
652
-13
236
$1.3M 0.02%
59,120
-563
237
$1.3M 0.02%
35,919
-1,488
238
$1.29M 0.02%
7,159
+716
239
$1.28M 0.02%
8,612
+65
240
$1.27M 0.02%
3,782
-392
241
$1.26M 0.02%
9,849
+161
242
$1.23M 0.02%
4,838
-215
243
$1.22M 0.02%
8,161
-1,054
244
$1.2M 0.02%
19,566
+2,685
245
$1.2M 0.02%
5,580
+148
246
$1.19M 0.02%
9,458
+874
247
$1.19M 0.02%
14,179
-1,619
248
$1.12M 0.02%
9,641
+952
249
$1.11M 0.02%
8,204
+268
250
$1.1M 0.02%
36,396
-2,932
8 9
10
11 12