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
$420M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.67M
3
+$1.64M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$918K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$814K

Top Sells

1
+$1.61M
2
+$1.29M
3
+$942K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$560K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$469K

Sector Composition

1 Financials 19.78%
2 Technology 11.87%
3 Communication Services 5.08%
4 Consumer Staples 5.05%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.08%
+5,387
127
$321K 0.08%
9,535
+9
128
$319K 0.08%
2,169
+207
129
$307K 0.07%
5,110
130
$305K 0.07%
1,175
+528
131
$300K 0.07%
11,360
132
$299K 0.07%
1,261
133
$295K 0.07%
6,722
-103
134
$292K 0.07%
3,532
-464
135
$283K 0.07%
1,221
136
$278K 0.07%
604
137
$276K 0.07%
7,021
138
$275K 0.07%
4,053
139
$266K 0.06%
1,820
140
$256K 0.06%
1,543
141
$249K 0.06%
1,961
142
$244K 0.06%
1,468
143
$241K 0.06%
+3,040
144
$237K 0.06%
4,847
-882
145
$235K 0.06%
1,943
146
$235K 0.06%
1,358
-17
147
$233K 0.06%
6,095
148
$232K 0.06%
10,477
149
$231K 0.05%
1,655
150
$227K 0.05%
12,940
+2,300
3 4 5
6
7