SDWIA
Schwarz Dygos Wheeler Investment Advisors Portfolio holdings
AUM
$482M
1-Year Est. Return
18.94%
This Fund
S&P 500
1 Year Est. Return
+18.94%
AUM
$482M
AUM Growth
-$2.43M
(-0.5%)
Holding
177
Top Buys
| 1 | +$6.69M | |
| 2 | +$596K | |
| 3 | +$577K | |
| 4 |
James Hardie Industries
JHX
|
+$484K |
| 5 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$429K |
Top Sells
| 1 | +$5.1M | |
| 2 | +$917K | |
| 3 | +$520K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$489K |
| 5 |
Apple
AAPL
|
+$349K |
Sector Composition
| 1 | Financials | 15.66% |
| 2 | Technology | 11.16% |
| 3 | Communication Services | 7.1% |
| 4 | Consumer Staples | 3.99% |
| 5 | Consumer Discretionary | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Blue Owl Capital
OWL
$6.62B
| – | – |
-10,500
|
|
||
177
Molson Coors Class B
TAP
$7.33B
| – | – |
-6,309
|
|