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
$352M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$2.71M
3 +$1.8M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.26M
5
SNBR icon
Sleep Number
SNBR
+$806K

Top Sells

1 +$3.72M
2 +$1.89M
3 +$949K
4
BKNG icon
Booking.com
BKNG
+$664K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$620K

Sector Composition

1 Financials 18.45%
2 Technology 11.91%
3 Communication Services 6.66%
4 Consumer Discretionary 5.09%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-680
152
-2,138
153
-1,382
154
-1,070