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
376
$512K 0.01%
3,689
+73
377
$509K 0.01%
3,487
+390
378
$507K 0.01%
4,316
+4
379
$505K 0.01%
3,659
380
$496K 0.01%
25,000
+5,607
381
$490K 0.01%
10,123
382
$489K 0.01%
8,861
-1,077
383
$488K 0.01%
17,600
+800
384
$488K 0.01%
8,900
-731
385
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1,429
-4
386
$481K 0.01%
9,407
+132
387
$481K 0.01%
3,647
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388
$480K 0.01%
10,710
-750
389
$476K 0.01%
3,950
-2,494
390
$476K 0.01%
7,484
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391
$474K 0.01%
5,649
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392
$471K 0.01%
13,474
-1,731
393
$470K 0.01%
27,922
-2,000
394
$469K 0.01%
5,466
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395
$464K 0.01%
5,636
-342
396
$464K 0.01%
+12,301
397
$463K 0.01%
6,049
-1,131
398
$459K 0.01%
7,642
-33
399
$459K 0.01%
37,692
-2,656
400
$456K 0.01%
16,964
-1,801
14 15
16
17 18