SDWIA
Schwarz Dygos Wheeler Investment Advisors Portfolio holdings
AUM
$439M
This Quarter Return
-2.22%
1 Year Return
+18.08%
3 Year Return
+65.98%
5 Year Return
+161.99%
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(+0.49%)
Cap. Flow
+$6.87M
Cap. Flow
% of AUM
2.51%
Top 10 Holdings %
Top 10 Hldgs %
45.57%
Holding
137
New
7
Increased
54
Reduced
34
Closed
8
Top Buys
| 1 |
Karooooo
KARO
|
$3.28M |
| 2 |
Sleep Number
SNBR
|
$2.72M |
| 3 |
SAVE
Spirit Airlines, Inc.
SAVE
|
$1.41M |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$1.09M |
| 5 |
Coinbase
COIN
|
$876K |
Top Sells
| 1 |
Baidu
BIDU
|
$2.04M |
| 2 |
GE Aerospace
GE
|
$1.73M |
| 3 |
Alibaba
BABA
|
$1.72M |
| 4 |
CVS Health
CVS
|
$496K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$350K |
Sector Composition
| 1 | Financials | 16.99% |
| 2 | Technology | 13.22% |
| 3 | Consumer Discretionary | 11.16% |
| 4 | Communication Services | 10.82% |
| 5 | Consumer Staples | 4.38% |
