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
201
$1.68M 0.03%
6,307
+509
202
$1.68M 0.03%
6,830
-211
203
$1.67M 0.03%
10,420
-480
204
$1.64M 0.03%
22,000
-1,897
205
$1.64M 0.03%
8,219
-365
206
$1.62M 0.03%
18,240
+2,000
207
$1.61M 0.03%
6,863
+10
208
$1.61M 0.03%
62,202
+10,704
209
$1.61M 0.03%
15,913
-587
210
$1.6M 0.03%
25,352
211
$1.59M 0.03%
63,219
-41,601
212
$1.58M 0.03%
47,888
-4,580
213
$1.58M 0.03%
+22,049
214
$1.57M 0.03%
37,340
-4,280
215
$1.55M 0.03%
49,926
-4,190
216
$1.53M 0.03%
6,451
-165
217
$1.51M 0.03%
8,682
+591
218
$1.51M 0.03%
66,265
-1,359
219
$1.49M 0.03%
39,966
+3,168
220
$1.47M 0.03%
62,844
-798
221
$1.46M 0.03%
42,135
-2,121
222
$1.45M 0.03%
3,726
-234
223
$1.44M 0.03%
59,790
-1,166
224
$1.42M 0.03%
11,408
+923
225
$1.42M 0.03%
19,112
+88
7 8
9
10 11