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
76
$841K 0.2%
6,017
-301
77
$830K 0.2%
1,514
+4
78
$826K 0.2%
2,600
79
$805K 0.19%
13,372
-137
80
$781K 0.19%
6,403
+128
81
$767K 0.18%
3,525
+150
82
$765K 0.18%
18,482
+114
83
$756K 0.18%
11,132
84
$735K 0.17%
21,068
-626
85
$726K 0.17%
46,264
+1,116
86
$725K 0.17%
6,273
87
$704K 0.17%
1,289
+6
88
$687K 0.16%
4,026
+492
89
$685K 0.16%
11,461
90
$674K 0.16%
11,250
-1,000
91
$665K 0.16%
9,808
+100
92
$649K 0.15%
7,687
-11,166
93
$624K 0.15%
2,268
94
$623K 0.15%
22,733
-424
95
$614K 0.15%
11,621
96
$604K 0.14%
13,316
+395
97
$603K 0.14%
10,014
98
$598K 0.14%
3,336
99
$592K 0.14%
8,521
-400
100
$591K 0.14%
4,968
+17
2 3
4
5 6