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
551
$219K ﹤0.01%
+3,381
552
$218K ﹤0.01%
3,417
-618
553
$215K ﹤0.01%
4,308
-7,461
554
$215K ﹤0.01%
+2,189
555
$215K ﹤0.01%
+1,660
556
$215K ﹤0.01%
+5,124
557
$213K ﹤0.01%
+2,201
558
$212K ﹤0.01%
9,288
-1,120
559
$212K ﹤0.01%
+1,485
560
$211K ﹤0.01%
+4,373
561
$210K ﹤0.01%
+1,482
562
$210K ﹤0.01%
651
-6
563
$209K ﹤0.01%
+1,551
564
$206K ﹤0.01%
+1,824
565
$205K ﹤0.01%
1,587
-242
566
$204K ﹤0.01%
287
+4
567
$204K ﹤0.01%
+2,334
568
$204K ﹤0.01%
+731
569
$203K ﹤0.01%
+730
570
$203K ﹤0.01%
2,241
-534
571
$203K ﹤0.01%
+2,353
572
$201K ﹤0.01%
2,137
-2,425
573
$182K ﹤0.01%
+10,743
574
$180K ﹤0.01%
17,208
+205
575
$173K ﹤0.01%
+12,266
21 22
23
24 25