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
601
$47.3K ﹤0.01%
11,569
-237
602
$43.7K ﹤0.01%
19,415
+7,061
603
$42.7K ﹤0.01%
15,709
+1,814
604
$42.5K ﹤0.01%
+10,740
605
$41.4K ﹤0.01%
14,000
606
$41.3K ﹤0.01%
17,720
607
$36.9K ﹤0.01%
75,334
608
$35.8K ﹤0.01%
71
609
$33.6K ﹤0.01%
4,667
610
$26K ﹤0.01%
+2,377
611
$23.3K ﹤0.01%
20,606
612
$22.7K ﹤0.01%
+5,747
613
$20.2K ﹤0.01%
33,415
614
$19.3K ﹤0.01%
+10,711
615
$15K ﹤0.01%
13,234
616
$8.79K ﹤0.01%
3,189
617
$7.05K ﹤0.01%
+10
618
– –
0
619
$3.99K ﹤0.01%
667
620
– –
0
621
$3.68K ﹤0.01%
400
622
$1.75K ﹤0.01%
220
-6
623
– –
-13,965
624
– –
-7,496
625
– –
-12,642
23 24
25
26 27