BSW
Buckingham Strategic Wealth Portfolio holdings
AUM
$9.66B
1-Year Return
15.74%
This Quarter Return
+0.08%
1 Year Return
+15.74%
3 Year Return
+16.09%
5 Year Return
+59.25%
10 Year Return
+158.02%
AUM
$9.66B
AUM Growth
+$188M
(+2%)
Cap. Flow
+$215M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
53.57%
Holding
811
New
56
Increased
326
Reduced
316
Closed
46
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$14.6M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
+$10.8M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$7.6M |
| 4 |
Apple
AAPL
|
+$5.64M |
| 5 |
Dimensional International Value ETF
DFIV
|
+$4.15M |
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Communication Services | 1.94% |
| 3 | Financials | 1.73% |
| 4 | Industrials | 1.56% |
| 5 | Consumer Discretionary | 1.42% |
