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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
$240M
AUM Growth
+$31.7M
(+15%)
Holding
126
Top Buys
| 1 | +$2.92M | |
| 2 | +$2.61M | |
| 3 | +$2.25M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$2.2M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.42M |
Top Sells
| 1 | +$2.42M | |
| 2 | +$394K | |
| 3 | +$102K | |
| 4 |
MIK
Michaels Stores, Inc
MIK
|
+$89K |
| 5 |
Peloton Interactive
PTON
|
+$55.1K |
Sector Composition
| 1 | Financials | 17.53% |
| 2 | Consumer Discretionary | 14.82% |
| 3 | Communication Services | 11.58% |
| 4 | Technology | 11.01% |
| 5 | Consumer Staples | 4.62% |