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
476
$310K 0.01%
2,192
+143
477
$308K 0.01%
9,405
-1,205
478
$307K 0.01%
5,018
-1,278
479
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480
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481
$304K 0.01%
5,105
482
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4,897
483
$303K 0.01%
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484
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485
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5,643
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486
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578
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487
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1,205
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488
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26,479
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489
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8,352
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490
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43,310
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491
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494
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13,209
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31,210
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3,417
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497
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2,812
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498
$278K 0.01%
8,633
499
$277K 0.01%
4,333
-491
500
$277K 0.01%
2,042
-66
18 19
20
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