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
$173M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$384K
3
+$340K
4
MSFT icon
Microsoft
MSFT
+$228K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$210K

Top Sells

1
+$4.76M
2
+$783K
3
+$538K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$153K

Sector Composition

1 Financials 60.57%
2 Communication Services 0.47%
3 Technology 0.38%
4 Materials 0.22%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$407K 0.24%
7,158
+195
27
$400K 0.23%
13,620
28
$395K 0.23%
8,610
+8
29
$384K 0.22%
+23,334
30
$340K 0.2%
+5,657
31
$308K 0.18%
4,320
-617
32
$303K 0.18%
11,362
-395
33
$300K 0.17%
3,580
34
$253K 0.15%
5,077
+893
35
$245K 0.14%
2,200
36
$242K 0.14%
2,372
-597
37
$230K 0.13%
11,034
-2,142
38
$228K 0.13%
+2,661
39
$225K 0.13%
4,172
40
$217K 0.13%
2,706
-474
41
$216K 0.12%
4,102
42
$212K 0.12%
2,149
43
$186K 0.11%
+13,260
44
$149K 0.09%
11,960
-2,390
45
$10K 0.01%
25,000
46
– –
-6,480
1
2