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
$146M
AUM Growth
-$862K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$524K
3
+$490K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$455K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$416K

Top Sells

1
+$5.4M
2
+$746K
3
+$188K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$70.9K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$19.6K

Sector Composition

1 Financials 55.45%
2 Communication Services 0.6%
3 Technology 0.54%
4 Real Estate 0.34%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$421K 0.29%
8,632
+541
27
$394K 0.27%
+3,315
28
$389K 0.27%
+5,444
29
$377K 0.26%
+16,380
30
$366K 0.25%
14,524
+6,028
31
$346K 0.24%
8,699
+571
32
$326K 0.22%
+6,825
33
$299K 0.2%
3,580
34
$290K 0.2%
+4,100
35
$286K 0.2%
+3,185
36
$276K 0.19%
+7,769
37
$232K 0.16%
+9,660
38
$224K 0.15%
+2,200
39
$223K 0.15%
+8,094
40
$220K 0.15%
+4,287
41
$213K 0.15%
+2,000
42
$209K 0.14%
+3,176
43
$202K 0.14%
+4,500
44
$201K 0.14%
4,005
-391
45
$144K 0.1%
12,350
46
$11K 0.01%
25,000
1
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