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
301
$795K 0.01%
4,238
-932
302
$793K 0.01%
5,203
+96
303
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2,531
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304
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15,886
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306
$774K 0.01%
7,950
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$772K 0.01%
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308
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310
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8,182
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311
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312
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218,086
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313
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3,240
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314
$732K 0.01%
24,349
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315
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318
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7,522
319
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23,720
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321
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28,284
322
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13,783
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323
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35,450
+1,173
324
$676K 0.01%
55,972
-4,800
325
$676K 0.01%
7,836
+1,475
11 12
13
14 15