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
51
$14.2M 0.26%
363,403
-33,535
52
$14.1M 0.26%
222,029
+1,878
53
$13.8M 0.25%
238,596
-7,568
54
$13.6M 0.25%
586,124
+28,298
55
$13.4M 0.24%
38,017
+2,242
56
$12.4M 0.22%
25,398
-400
57
$12.2M 0.22%
55,297
+27,505
58
$12M 0.22%
66,238
+184
59
$11.9M 0.22%
78,167
+2,431
60
$11.3M 0.2%
91,524
-72
61
$11.3M 0.2%
101,421
+10,558
62
$11.2M 0.2%
24
63
$11.2M 0.2%
21,217
-146
64
$10.9M 0.2%
59,510
+703
65
$10.7M 0.19%
158,059
-1,342
66
$10.4M 0.19%
98,832
-8,620
67
$10.4M 0.19%
39,460
-933
68
$10.4M 0.19%
59,409
+24
69
$10.1M 0.18%
86,124
-123
70
$9.76M 0.18%
36,664
+61
71
$9.75M 0.18%
185,314
-4,151
72
$9.64M 0.18%
640,623
+49,374
73
$9.45M 0.17%
86,086
-866
74
$9.36M 0.17%
61,789
+1,743
75
$9.01M 0.16%
20,857
-733
1 2
3
4 5