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
26
$29.2M 0.53%
391,764
+82,194
27
$28.5M 0.52%
610,569
+206,651
28
$28.3M 0.51%
501,067
-2,130
29
$27.5M 0.5%
497,347
+152,889
30
$26.6M 0.48%
69,481
-3,361
31
$26.5M 0.48%
513,184
-32,732
32
$24.3M 0.44%
275,325
-5,731
33
$23.6M 0.43%
290,409
+70,316
34
$22.9M 0.42%
219,507
-38,599
35
$22.6M 0.41%
91,720
-17
36
$22.6M 0.41%
485,273
-3,212
37
$22.3M 0.41%
104,032
+1,016
38
$21.1M 0.38%
175,002
-2,982
39
$20.1M 0.37%
227,051
+1,675
40
$19.5M 0.35%
176,982
-73
41
$19M 0.35%
90,290
-1,023
42
$18.3M 0.33%
120,346
+3,925
43
$18.1M 0.33%
219,876
+8,793
44
$17.1M 0.31%
515,386
-3,188
45
$16.3M 0.3%
36,878
-1,003
46
$15.7M 0.29%
88,773
+3,170
47
$15.4M 0.28%
702,959
+426,351
48
$15.2M 0.28%
93,981
-14
49
$15.1M 0.28%
222,690
+55,192
50
$15M 0.27%
673,557
+499,396
1
2
3 4 5