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
$240M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$2.46M
3 +$2.23M
4
BIDU icon
Baidu
BIDU
+$2.18M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.41M

Top Sells

1 +$1.79M
2 +$394K
3 +$102K
4
MIK
Michaels Stores, Inc
MIK
+$89K
5
KKR icon
KKR & Co
KKR
+$48.8K

Sector Composition

1 Financials 17.53%
2 Consumer Discretionary 14.82%
3 Communication Services 11.58%
4 Technology 11.01%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,813