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
$322M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$1.65M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$553K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$439K

Top Sells

1
+$2.07M
2
+$997K
3
+$784K
4
ATI icon
ATI
ATI
+$567K
5
QCOM icon
Qualcomm
QCOM
+$532K

Sector Composition

1 Financials 65.23%
2 Technology 1.51%
3 Industrials 0.53%
4 Consumer Discretionary 0.33%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.33%
+4,797
27
$964K 0.3%
38,106
+848
28
$936K 0.29%
30,550
29
$910K 0.28%
13,961
30
$874K 0.27%
37,200
31
$868K 0.27%
7,271
32
$700K 0.22%
4,550
-45
33
$680K 0.21%
7,290
-10
34
$576K 0.18%
4,834
35
$471K 0.15%
24,754
+2,359
36
$460K 0.14%
3,315
37
$430K 0.13%
7,041
-4,689
38
$386K 0.12%
12,079
39
$356K 0.11%
3,405
40
$347K 0.11%
2,904
41
$336K 0.1%
11,362
42
$328K 0.1%
4,750
+1,500
43
$320K 0.1%
3,851
44
$312K 0.1%
5,957
-6,166
45
$308K 0.1%
5,504
46
$306K 0.1%
15,101
-28,000
47
$304K 0.09%
7,855
-8,690
48
$300K 0.09%
3,710
-1,162
49
$295K 0.09%
11,495
+45
50
$293K 0.09%
2,087
-400
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2
3 4