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
$335M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.1M
3
+$964K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$557K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$537K

Top Sells

1
+$3.29M
2
+$717K
3
+$295K
4
WELL icon
Welltower
WELL
+$203K
5
AAPL icon
Apple
AAPL
+$92.5K

Sector Composition

1 Financials 62.02%
2 Technology 1.68%
3 Industrials 0.57%
4 Consumer Discretionary 0.39%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.35%
20,634
-18
27
$1.14M 0.34%
45,296
+7,190
28
$1.12M 0.33%
16,093
+2,132
29
$1.07M 0.32%
8,324
+1,053
30
$1M 0.3%
37,200
31
$960K 0.29%
30,550
32
$753K 0.22%
4,549
-1
33
$744K 0.22%
8,015
+725
34
$629K 0.19%
4,834
35
$599K 0.18%
4,194
+879
36
$584K 0.17%
30,306
+5,552
37
$572K 0.17%
28,524
+15,051
38
$452K 0.13%
6,934
-107
39
$443K 0.13%
12,079
40
$428K 0.13%
3,405
41
$379K 0.11%
4,750
42
$365K 0.11%
3,851
43
$338K 0.1%
11,362
44
$333K 0.1%
2,087
45
$331K 0.1%
5,957
46
$328K 0.1%
5,504
47
$321K 0.1%
7,800
-55
48
$319K 0.1%
1,490
49
$312K 0.09%
15,101
50
$299K 0.09%
3,710
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