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
76
$8.76M 0.16%
331,426
+528
77
$8.75M 0.16%
133,277
+3,468
78
$8.66M 0.16%
27,431
+395
79
$8.58M 0.16%
80,578
+4,603
80
$8.49M 0.15%
419,276
+20,064
81
$8.46M 0.15%
101,152
+2,130
82
$8.36M 0.15%
112,517
+1,385
83
$8.26M 0.15%
512,584
+7,064
84
$8.21M 0.15%
61,215
-965
85
$7.96M 0.14%
158,822
-31,017
86
$7.83M 0.14%
293,366
-39,929
87
$7.78M 0.14%
85,225
+5,100
88
$7.49M 0.14%
36,725
+6,326
89
$7.29M 0.13%
167,140
+3,882
90
$7.22M 0.13%
124,796
+12,260
91
$7.1M 0.13%
48,953
-1,338
92
$6.9M 0.13%
139,503
+4,181
93
$6.85M 0.12%
49,373
-637
94
$6.75M 0.12%
133,860
+44,026
95
$6.69M 0.12%
130,487
-2,178
96
$6.67M 0.12%
37,160
+194
97
$6.56M 0.12%
37,633
-969
98
$6.46M 0.12%
289,034
+47,226
99
$6.41M 0.12%
265,582
-54,892
100
$6.28M 0.11%
287,337
+768
2 3
4
5 6