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
451
$367K 0.01%
7,201
+799
452
$362K 0.01%
2,805
+51
453
$359K 0.01%
6,829
-214
454
$359K 0.01%
1,446
-431
455
$357K 0.01%
5,429
-3,032
456
$356K 0.01%
10,827
+2,939
457
$355K 0.01%
+3,020
458
$355K 0.01%
5,225
-353
459
$352K 0.01%
10,175
-1,862
460
$352K 0.01%
4,717
+1,547
461
$341K 0.01%
30,295
+52
462
$339K 0.01%
6,931
+11
463
$337K 0.01%
256
-80
464
$337K 0.01%
13,965
-317
465
$334K 0.01%
3,834
-931
466
$333K 0.01%
+29,830
467
$331K 0.01%
4,399
-1,050
468
$328K 0.01%
5,118
-494
469
$326K 0.01%
6,700
470
$325K 0.01%
+8,200
471
$324K 0.01%
1,537
-1,055
472
$320K 0.01%
10,004
+26
473
$316K 0.01%
2,014
+363
474
$313K 0.01%
760
475
$310K 0.01%
20,000
17 18
19
20 21