SDWIA

Schwarz Dygos Wheeler Investment Advisors Portfolio holdings

AUM $484M
1-Year Est. Return 22.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.01%
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 Buys

1
+$2.24M
2
+$1.96M
3
+$1.66M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.61M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.28M

Top Sells

1
+$1.07M
2
+$963K
3
+$958K
4
AAPL icon
Apple
AAPL
+$909K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$823K

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
3 4 5 6
7