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
$155M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$201K
2
+$131K
3
+$106K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$97.1K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$75.1K

Top Sells

1
+$762K
2
+$608K
3
+$429K
4
FHI icon
Federated Hermes
FHI
+$351K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$306K

Sector Composition

1 Financials 58.22%
2 Communication Services 0.51%
3 Technology 0.25%
4 Consumer Staples 0.2%
5 Utilities 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$388K 0.25%
10,080
-984
27
$384K 0.25%
7,766
-1,454
28
$376K 0.24%
6,963
+19
29
$375K 0.24%
8,602
-1,237
30
$313K 0.2%
4,937
-635
31
$303K 0.2%
3,580
32
$302K 0.19%
11,757
-3,573
33
$281K 0.18%
2,969
-216
34
$271K 0.17%
13,176
+1,212
35
$243K 0.16%
3,180
+4
36
$232K 0.15%
2,200
37
$218K 0.14%
4,102
-185
38
$211K 0.14%
4,172
39
$210K 0.14%
4,184
+144
40
$201K 0.13%
+2,149
41
$172K 0.11%
14,350
42
$9K 0.01%
25,000
43
– –
-2,000
44
– –
-2,648
45
– –
-3,446
46
– –
-3,055
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