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
$121M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$639K
2 +$303K
3 +$235K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$226K
5
MSGS icon
Madison Square Garden
MSGS
+$209K

Top Sells

1 +$1.35M
2 +$534K
3 +$252K
4
SNBR icon
Sleep Number
SNBR
+$137K
5
MDT icon
Medtronic
MDT
+$38.1K

Sector Composition

1 Financials 22.05%
2 Consumer Discretionary 10.61%
3 Technology 10.13%
4 Communication Services 8.15%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.17%
+1,638
77
$186K 0.15%
17,850
78
$177K 0.15%
3,390
+20
79
$114K 0.09%
19,900
80
$105K 0.09%
22,500
-500
81
$92K 0.08%
11,080
82
$78K 0.06%
5,583
83
$35K 0.03%
4,000
84
-8,785