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
$273M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$2.72M
3 +$1.41M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.09M
5
COIN icon
Coinbase
COIN
+$876K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.08%
+1,100
127
$204K 0.07%
7,575
+100
128
$201K 0.07%
1,335
-200
129
$172K 0.06%
22,400
130
-7,579
131
-10,000
132
-13,140
133
-11,517
134
-4,257
135
-5,176
136
-597
137
-984