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
276
$955K 0.02%
2,545
-270
277
$952K 0.02%
25,759
-1,225
278
$951K 0.02%
13,238
-1,557
279
$939K 0.02%
12,219
+310
280
$931K 0.02%
1,478
+831
281
$924K 0.02%
2,266
-128
282
$920K 0.02%
1,298
+50
283
$917K 0.02%
+43,338
284
$907K 0.02%
9,351
-2,855
285
$900K 0.02%
77,372
+1,553
286
$899K 0.02%
16,023
-12,312
287
$889K 0.02%
21,405
288
$867K 0.02%
5,066
+260
289
$862K 0.02%
37,952
+12,857
290
$861K 0.02%
32,178
+6,510
291
$857K 0.02%
34,864
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292
$847K 0.02%
15,060
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293
$847K 0.02%
27,828
-1,524
294
$843K 0.02%
10,278
-42
295
$842K 0.02%
8,830
-324
296
$837K 0.02%
28,795
-1,433
297
$836K 0.02%
34,444
+9,098
298
$822K 0.01%
3,192
-129
299
$821K 0.01%
7,268
-36
300
$813K 0.01%
8,563
-312
10 11
12
13 14