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
$154M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.97M
3
+$922K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$306K
5
MSFT icon
Microsoft
MSFT
+$212K

Top Sells

1
+$7.57M
2
+$721K
3
+$116K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$112K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$91.3K

Sector Composition

1 Financials 62.35%
2 Communication Services 0.57%
3 Technology 0.46%
4 Industrials 0.16%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.2%
+8,120
27
$281K 0.18%
32,694
+3,564
28
$243K 0.16%
4,000
29
$212K 0.14%
+3,680
30
$208K 0.13%
+1,848
31
$149K 0.1%
12,350
-2,857
32
$7K ﹤0.01%
25,000
33
– –
0
1
2