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
1
$861M 15.64%
35,446,006
+1,067,107
2
$555M 10.09%
12,632,215
+676,655
3
$480M 8.73%
14,344,224
+203,686
4
$329M 5.98%
10,832,712
+471,987
5
$241M 4.37%
11,143,680
+577,510
6
$233M 4.24%
3,989,001
-29,522
7
$221M 4.02%
5,313,206
+19,964
8
$134M 2.43%
2,618,390
-26,112
9
$103M 1.88%
540,514
+33,675
10
$101M 1.83%
1,337,986
+43,114
11
$94.2M 1.71%
1,111,433
+77,983
12
$77.1M 1.4%
1,650,493
-117,121
13
$71.1M 1.29%
546,967
-13,836
14
$49.2M 0.89%
128,060
+6,849
15
$45.1M 0.82%
983,985
-21,008
16
$41.4M 0.75%
360,757
+3,880
17
$38.8M 0.7%
161,596
+3,075
18
$38.2M 0.69%
834,251
+854
19
$38.1M 0.69%
680,411
+28,791
20
$33.2M 0.6%
236,700
-2,649
21
$32.3M 0.59%
384,643
-8,007
22
$32M 0.58%
103,448
-3,665
23
$31.7M 0.58%
754,578
+159,995
24
$31.5M 0.57%
1,166,795
-126,732
25
$31.5M 0.57%
198,164
-132
1
2 3 4 5