SDWIA

Schwarz Dygos Wheeler Investment Advisors Portfolio holdings

AUM $472M
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.67M
3
+$1.64M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$918K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$814K

Top Sells

1
+$1.61M
2
+$1.29M
3
+$942K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$560K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$469K

Sector Composition

1 Financials 19.78%
2 Technology 11.87%
3 Communication Services 5.08%
4 Consumer Staples 5.05%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1%
127,736
+5,998
27
$3.99M 0.95%
5
28
$3.6M 0.85%
18,905
-646
29
$3.53M 0.84%
6,131
-364
30
$3.49M 0.83%
83,074
+9,314
31
$3.04M 0.72%
58,992
+1,947
32
$2.86M 0.68%
39,871
+797
33
$2.85M 0.68%
9,135
-78
34
$2.81M 0.67%
52,603
+177
35
$2.77M 0.66%
7,908
+74
36
$2.67M 0.63%
32,683
37
$2.67M 0.63%
+486,000
38
$2.66M 0.63%
52,454
+1,308
39
$2.65M 0.63%
39,957
-2,552
40
$2.52M 0.6%
396,777
+259,314
41
$2.43M 0.58%
11,491
42
$2.42M 0.57%
82,806
+3,413
43
$2.38M 0.56%
24,260
-26
44
$2.26M 0.54%
13,623
-87
45
$2.21M 0.52%
81,801
+5,025
46
$1.95M 0.46%
11,441
-41
47
$1.88M 0.45%
67,840
+5,882
48
$1.85M 0.44%
63,404
+2,819
49
$1.75M 0.42%
16,180
+430
50
$1.64M 0.39%
4,486
+67
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