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
526
$241K ﹤0.01%
5,123
527
$239K ﹤0.01%
20,312
+347
528
$238K ﹤0.01%
1,591
+61
529
$238K ﹤0.01%
2,483
-663
530
$237K ﹤0.01%
1,611
-239
531
$236K ﹤0.01%
12,822
+2,339
532
$236K ﹤0.01%
5,721
-36
533
$235K ﹤0.01%
21,155
-1,256
534
$235K ﹤0.01%
23,375
+14
535
$234K ﹤0.01%
+4,061
536
$234K ﹤0.01%
+5,750
537
$234K ﹤0.01%
1,468
+39
538
$233K ﹤0.01%
4,134
-136
539
$232K ﹤0.01%
1,404
540
$230K ﹤0.01%
789
-305
541
$229K ﹤0.01%
4,590
+131
542
$226K ﹤0.01%
640
+1
543
$226K ﹤0.01%
4,081
544
$225K ﹤0.01%
+10,285
545
$224K ﹤0.01%
+4,970
546
$224K ﹤0.01%
+4,574
547
$222K ﹤0.01%
+4,340
548
$222K ﹤0.01%
1,247
-526
549
$222K ﹤0.01%
+4,576
550
$219K ﹤0.01%
3,737
-98
20 21
22
23 24