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
426
$411K 0.01%
5,294
-130
427
$411K 0.01%
3,348
+1,133
428
$410K 0.01%
5,306
+52
429
$410K 0.01%
3,083
-33
430
$404K 0.01%
+13,052
431
$400K 0.01%
4,539
+457
432
$399K 0.01%
7,875
-533
433
$398K 0.01%
13,979
434
$397K 0.01%
2,796
-105
435
$396K 0.01%
3,583
-431
436
$393K 0.01%
7,806
+244
437
$391K 0.01%
+7,799
438
$391K 0.01%
15,864
+10
439
$388K 0.01%
3,341
-411
440
$386K 0.01%
24,172
-995
441
$381K 0.01%
5,406
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442
$381K 0.01%
25,399
+3,356
443
$381K 0.01%
3,532
444
$380K 0.01%
8,220
+2,046
445
$379K 0.01%
3,191
-285
446
$374K 0.01%
7,637
-7,329
447
$374K 0.01%
4,456
-121
448
$373K 0.01%
2,840
+248
449
$369K 0.01%
1,277
-29
450
$367K 0.01%
2,505
-1,900
16 17
18
19 20