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
326
$660K 0.01%
4,977
-280
327
$654K 0.01%
3,891
+271
328
$652K 0.01%
7,131
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330
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54,474
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331
$646K 0.01%
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332
$638K 0.01%
18,670
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333
$637K 0.01%
8,001
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334
$634K 0.01%
8,765
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335
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3,831
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336
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31,105
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337
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4,613
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338
$626K 0.01%
10,177
+1,227
339
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7,380
-117
340
$619K 0.01%
9,302
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341
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2,803
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8,862
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343
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8,284
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344
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345
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8,831
-146
346
$600K 0.01%
33,678
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347
$597K 0.01%
8,276
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348
$597K 0.01%
5,163
-346
349
$590K 0.01%
10,645
-1,911
350
$583K 0.01%
8,533
-1,748
12 13
14
15 16