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
576
$162K ﹤0.01%
14,124
577
$158K ﹤0.01%
19,135
+100
578
$150K ﹤0.01%
22,227
+321
579
$147K ﹤0.01%
66,757
+38,063
580
$141K ﹤0.01%
24,737
-6,216
581
$132K ﹤0.01%
+11,822
582
$131K ﹤0.01%
23,942
-3,927
583
$117K ﹤0.01%
+17,355
584
$117K ﹤0.01%
25,346
-753
585
$116K ﹤0.01%
4,495
+962
586
$114K ﹤0.01%
14,124
-361
587
$112K ﹤0.01%
+12
588
$103K ﹤0.01%
30,876
-31
589
$98.2K ﹤0.01%
13,710
590
$94K ﹤0.01%
10,000
-13,000
591
$88.4K ﹤0.01%
14,103
-2,647
592
$83.5K ﹤0.01%
+28,293
593
$80K ﹤0.01%
+1,077
594
$73.5K ﹤0.01%
50,000
595
$64.4K ﹤0.01%
23,002
596
$64K ﹤0.01%
10,652
-2,614
597
$56.1K ﹤0.01%
11,135
-606
598
$55.6K ﹤0.01%
7,246
599
$52.6K ﹤0.01%
22,564
-4,542
600
$48.1K ﹤0.01%
23,341
+13,341
22 23
24
25 26