SDWIA

Schwarz Dygos Wheeler Investment Advisors Portfolio holdings

AUM $439M
1-Year Est. Return 18.08%
This Quarter Est. Return
1 Year Est. Return
+18.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.04M
3
+$1.7M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.63M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.36M

Top Sells

1
+$1.08M
2
+$1.07M
3
+$998K
4
AAPL icon
Apple
AAPL
+$948K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$858K

Sector Composition

1 Financials 17.62%
2 Technology 13.48%
3 Communication Services 6.22%
4 Consumer Discretionary 4.65%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.43%
4,252
-130
52
$1.69M 0.42%
60,124
+8,021
53
$1.63M 0.41%
16,947
54
$1.56M 0.39%
238,026
+2,294
55
$1.48M 0.37%
24,224
+109
56
$1.29M 0.32%
20,559
-1,328
57
$1.19M 0.3%
26,408
-2,347
58
$1.17M 0.29%
20,395
+135
59
$1.13M 0.28%
9,461
-656
60
$1.09M 0.27%
11,186
+196
61
$1.08M 0.27%
6,329
62
$1.06M 0.26%
28,399
+4,119
63
$1.05M 0.26%
17,639
+426
64
$1.05M 0.26%
3,821
+1
65
$1.02M 0.26%
78,942
+3,352
66
$996K 0.25%
2,600
67
$969K 0.24%
230
+160
68
$969K 0.24%
73,392
+2,034
69
$961K 0.24%
10,677
+712
70
$907K 0.23%
86,792
71
$901K 0.22%
5,274
+34
72
$878K 0.22%
13,593
+50
73
$844K 0.21%
11,182
-52
74
$840K 0.21%
48,266
-105
75
$838K 0.21%
6,417
+1
1 2
3
4 5