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
101
$579K 0.14%
18,800
+3,150
102
$555K 0.13%
5,194
-35
103
$511K 0.12%
6,957
+339
104
$493K 0.12%
3,600
-400
105
$468K 0.11%
1,982
106
$468K 0.11%
910
-185
107
$464K 0.11%
5,164
+262
108
$458K 0.11%
2,186
-250
109
$455K 0.11%
7,367
110
$450K 0.11%
5,581
+185
111
$431K 0.1%
640
112
$410K 0.1%
2,233
-25
113
$394K 0.09%
10,158
+562
114
$391K 0.09%
6,426
115
$385K 0.09%
6,990
116
$372K 0.09%
5,187
117
$368K 0.09%
5,894
+373
118
$366K 0.09%
5,606
119
$362K 0.09%
6,385
120
$359K 0.09%
38,524
+3,594
121
$353K 0.08%
4,023
+35
122
$341K 0.08%
3,057
123
$337K 0.08%
3,210
+1
124
$322K 0.08%
4,485
-100
125
$322K 0.08%
9,517
-300
3 4
5
6 7