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
$247M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.44M
3
+$1.42M
4
UNH icon
UnitedHealth
UNH
+$1.35M
5
TELL
Tellurian Inc.
TELL
+$1.19M

Top Sells

1
+$1.88M
2
+$1.86M
3
+$1.1M
4
XOM icon
Exxon Mobil
XOM
+$1.02M
5
SARK icon
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
+$925K

Sector Composition

1 Financials 17.23%
2 Technology 13.66%
3 Communication Services 7.62%
4 Healthcare 5.71%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.01%
+16,057
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130
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133
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134
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139
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140
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-1,335
141
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142
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143
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144
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-6,667
145
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-17,509
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