SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $843M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$8.44M
3
+$5.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.05M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.89%
2 Communication Services 0.8%
3 Technology 0.75%
4 Consumer Discretionary 0.26%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$214K 0.25%
+4,000
27
$3K ﹤0.01%
+25,000
1
2