SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$1.33M
2 +$587K
3 +$476K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$445K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$352K

Sector Composition

1 Financials 70.43%
2 Communication Services 0.6%
3 Technology 0.28%
4 Industrials 0.14%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
$3K ﹤0.01%
25,000
28
-9,750
29
-14,795
30
-4,195
31
-3,377