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
151
$2.94M 0.05%
8,443
-92
152
$2.92M 0.05%
132,786
+1,824
153
$2.84M 0.05%
40,188
-4,980
154
$2.8M 0.05%
27,770
-2,069
155
$2.8M 0.05%
94,850
-720
156
$2.73M 0.05%
27,511
-808
157
$2.71M 0.05%
46,372
+592
158
$2.68M 0.05%
36,302
-4,066
159
$2.68M 0.05%
12,643
-476
160
$2.64M 0.05%
11,996
-239
161
$2.64M 0.05%
25,668
+6,574
162
$2.53M 0.05%
9,518
-394
163
$2.49M 0.05%
40,444
-1,456
164
$2.47M 0.04%
53,640
+48,040
165
$2.46M 0.04%
24,037
-3,473
166
$2.45M 0.04%
7,405
-1,776
167
$2.44M 0.04%
16,389
+66
168
$2.4M 0.04%
16,253
-438
169
$2.35M 0.04%
30,746
-679
170
$2.29M 0.04%
6,814
-615
171
$2.28M 0.04%
27,944
+3,150
172
$2.26M 0.04%
10,892
+1,932
173
$2.23M 0.04%
33,797
-4,928
174
$2.17M 0.04%
21,501
-1,218
175
$2.06M 0.04%
85,758
+34,282
5 6
7
8 9