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
501
$276K 0.01%
+7,957
502
$275K 0.01%
28,969
-9,286
503
$269K ﹤0.01%
4,351
504
$269K ﹤0.01%
5,922
505
$268K ﹤0.01%
7,131
-16
506
$265K ﹤0.01%
3,380
-264
507
$265K ﹤0.01%
4,096
-1,548
508
$264K ﹤0.01%
16,265
+31
509
$264K ﹤0.01%
10,971
-1
510
$263K ﹤0.01%
4,614
511
$260K ﹤0.01%
+3,020
512
$258K ﹤0.01%
1,312
-1,701
513
$258K ﹤0.01%
4,540
+40
514
$257K ﹤0.01%
+999
515
$257K ﹤0.01%
5,400
516
$254K ﹤0.01%
10,200
517
$251K ﹤0.01%
4,072
+355
518
$251K ﹤0.01%
+2,787
519
$250K ﹤0.01%
2,951
+246
520
$248K ﹤0.01%
1,962
+98
521
$246K ﹤0.01%
6,346
-79
522
$245K ﹤0.01%
4,303
-333
523
$243K ﹤0.01%
4,163
-78
524
$243K ﹤0.01%
1,269
+14
525
$242K ﹤0.01%
807
-14
19 20
21
22 23