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
251
$1.09M 0.02%
3,907
+7
252
$1.09M 0.02%
11,707
-485
253
$1.09M 0.02%
6,936
-346
254
$1.09M 0.02%
15,097
-342
255
$1.08M 0.02%
10,574
-550
256
$1.07M 0.02%
48,816
-20,250
257
$1.07M 0.02%
5,311
+392
258
$1.06M 0.02%
11,731
-142
259
$1.06M 0.02%
6,451
+252
260
$1.06M 0.02%
10,149
-255
261
$1.06M 0.02%
2,800
-160
262
$1.05M 0.02%
27,108
-1,444
263
$1.04M 0.02%
14,774
+709
264
$1.04M 0.02%
13,327
-354
265
$1.03M 0.02%
2,652
-172
266
$1.01M 0.02%
5,822
-99
267
$1.01M 0.02%
20,493
-5,596
268
$1.01M 0.02%
4,160
+1
269
$1.01M 0.02%
23,283
+3,494
270
$1M 0.02%
8,264
+20
271
$978K 0.02%
23,650
+842
272
$977K 0.02%
12,234
-5
273
$970K 0.02%
1,891
+320
274
$966K 0.02%
31,636
-16,633
275
$960K 0.02%
40,564
-2,802
9 10
11
12 13