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
$148M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$446K
3
+$350K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$242K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$231K

Top Sells

1
+$207K
2
+$183K
3
+$114K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$106K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$67.2K

Sector Composition

1 Financials 68.02%
2 Communication Services 0.61%
3 Technology 0.24%
4 Industrials 0.15%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.15%
4,000
27
$191K 0.13%
15,207
28
$6K ﹤0.01%
25,000
29
– –
0
30
– –
-8,927
1
2