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
$167M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$774K
2 +$678K
3 +$640K
4
PHYS icon
Sprott Physical Gold
PHYS
+$623K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$605K

Top Sells

1 +$2.5M
2 +$1.26M
3 +$629K
4
CSCO icon
Cisco
CSCO
+$201K
5
DIS icon
Walt Disney
DIS
+$127K

Sector Composition

1 Financials 18.3%
2 Technology 14.34%
3 Consumer Discretionary 12.41%
4 Communication Services 9.6%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,386