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
126
$4.04M 0.07%
48,196
-798
127
$3.98M 0.07%
159,042
+64,734
128
$3.93M 0.07%
166,170
+2,470
129
$3.91M 0.07%
23,075
+869
130
$3.86M 0.07%
258,684
+6,435
131
$3.83M 0.07%
34,828
+18,804
132
$3.77M 0.07%
122,112
-738
133
$3.67M 0.07%
33,911
-395
134
$3.62M 0.07%
16,909
-103
135
$3.61M 0.07%
50,191
+1,007
136
$3.59M 0.07%
13,683
+211
137
$3.57M 0.07%
87,390
+61,157
138
$3.57M 0.06%
41,103
+3,882
139
$3.5M 0.06%
189,939
-11,677
140
$3.35M 0.06%
14,021
-173
141
$3.31M 0.06%
44,536
+159
142
$3.21M 0.06%
231,280
+29,600
143
$3.18M 0.06%
22,589
+411
144
$3.11M 0.06%
126,452
-64,538
145
$3.04M 0.06%
5,515
-663
146
$3.03M 0.06%
38,460
+1,970
147
$3M 0.05%
205,090
+15,560
148
$2.99M 0.05%
63,004
+16,661
149
$2.96M 0.05%
52,960
-2,470
150
$2.96M 0.05%
11,928
-9
4 5
6
7 8