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
$401M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$1.08M
2 +$1.07M
3 +$998K
4
AAPL icon
Apple
AAPL
+$948K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$858K

Sector Composition

1 Financials 17.62%
2 Technology 13.48%
3 Communication Services 6.22%
4 Consumer Discretionary 4.65%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,858
152
-1,153