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
176
$2.05M 0.04%
43,208
-34,149
177
$2.05M 0.04%
41,060
+22,815
178
$2M 0.04%
22,881
+218
179
$1.97M 0.04%
19,666
-2,281
180
$1.96M 0.04%
87,109
+57,035
181
$1.96M 0.04%
15,078
-612
182
$1.95M 0.04%
36,740
+26,098
183
$1.95M 0.04%
57,645
-67
184
$1.94M 0.04%
11,375
-168
185
$1.93M 0.04%
11,672
-23
186
$1.92M 0.03%
40,571
+5,298
187
$1.9M 0.03%
15,203
-1,340
188
$1.89M 0.03%
16,059
-65
189
$1.88M 0.03%
8,104
+77
190
$1.87M 0.03%
53,556
+2,005
191
$1.87M 0.03%
19,276
-2,385
192
$1.86M 0.03%
22,321
-849
193
$1.82M 0.03%
25,512
-322
194
$1.81M 0.03%
5,559
+307
195
$1.8M 0.03%
5,431
-18
196
$1.8M 0.03%
43,566
-69
197
$1.77M 0.03%
13,061
-1,192
198
$1.71M 0.03%
22,175
-1,167
199
$1.7M 0.03%
16,534
+2,055
200
$1.7M 0.03%
16,823
-3,944
6 7
8
9 10