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
101
$6.07M 0.11%
64,189
-3,625
102
$6.07M 0.11%
14,163
+80
103
$6.03M 0.11%
31,674
-3,102
104
$5.82M 0.11%
122,243
-1,103
105
$5.67M 0.1%
149,534
+25,214
106
$5.4M 0.1%
114,306
+5,448
107
$5.27M 0.1%
108,865
-5,360
108
$5.23M 0.1%
57,395
-11,682
109
$5.23M 0.1%
11,455
+225
110
$5.18M 0.09%
60,043
+8,338
111
$5.15M 0.09%
109,675
+1,679
112
$4.96M 0.09%
158,737
-23,731
113
$4.88M 0.09%
113,469
+6,498
114
$4.87M 0.09%
162,732
+24,557
115
$4.85M 0.09%
22,753
-1,668
116
$4.75M 0.09%
159,967
+68,921
117
$4.74M 0.09%
22,816
-3,582
118
$4.61M 0.08%
12,598
-1,120
119
$4.6M 0.08%
19,201
+1,168
120
$4.44M 0.08%
119,092
-4,200
121
$4.27M 0.08%
24,539
+246
122
$4.22M 0.08%
38,360
-432
123
$4.2M 0.08%
106,713
+5,307
124
$4.17M 0.08%
49,181
+1,216
125
$4.07M 0.07%
42,402
-319
3 4
5
6 7