SDWIA
Schwarz Dygos Wheeler Investment Advisors Portfolio holdings
AUM
$439M
This Quarter Return
+5.27%
1 Year Return
+18.08%
3 Year Return
+65.98%
5 Year Return
+161.99%
10 Year Return
–
AUM
$439M
AUM Growth
+$439M
(+4.4%)
Cap. Flow
+$6.07M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
48.99%
Holding
164
New
8
Increased
73
Reduced
45
Closed
4
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$2.6M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$2.21M |
| 3 |
Sezzle
SEZL
|
$825K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$655K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
$620K |
Top Sells
| 1 |
Sleep Number
SNBR
|
$1.41M |
| 2 |
Celsius Holdings
CELH
|
$955K |
| 3 |
Booking.com
BKNG
|
$863K |
| 4 |
VanEck Agribusiness ETF
MOO
|
$756K |
| 5 |
Karooooo
KARO
|
$677K |
Sector Composition
| 1 | Financials | 18.21% |
| 2 | Technology | 12.43% |
| 3 | Communication Services | 5.71% |
| 4 | Consumer Staples | 4.77% |
| 5 | Consumer Discretionary | 3.94% |
