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
$225M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$1.67M
2 +$1.44M
3 +$1.36M
4
TELL
Tellurian Inc.
TELL
+$1.19M
5
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$468K

Sector Composition

1 Financials 18.25%
2 Technology 13.62%
3 Communication Services 6.9%
4 Healthcare 6.04%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-31,703
127
-20,190
128
-400,000
129
-10,864