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
$287M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.09M
3
+$1.01M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$529K
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$393K

Top Sells

1
+$4.71M
2
+$442K
3
+$337K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$325K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$216K

Sector Composition

1 Financials 59.7%
2 Technology 1.18%
3 Industrials 0.75%
4 Consumer Discretionary 0.38%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.38%
+43,101
27
$946K 0.33%
30,550
28
$942K 0.33%
37,258
+6,976
29
$918K 0.32%
13,961
30
$876K 0.31%
7,271
-809
31
$729K 0.25%
37,200
32
$720K 0.25%
11,730
-788
33
$720K 0.25%
4,595
-144
34
$643K 0.22%
16,545
+5,435
35
$641K 0.22%
12,123
+6,166
36
$638K 0.22%
7,300
+10
37
$563K 0.2%
4,834
38
$532K 0.19%
7,000
39
$520K 0.18%
4,669
-1,412
40
$442K 0.15%
3,315
41
$424K 0.15%
22,395
+4,709
42
$392K 0.14%
4,872
-344
43
$356K 0.12%
4,549
+199
44
$355K 0.12%
3,405
45
$349K 0.12%
12,079
46
$341K 0.12%
2,487
+205
47
$335K 0.12%
13,240
48
$334K 0.12%
2,904
49
$321K 0.11%
+3,851
50
$311K 0.11%
5,504
-60
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