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
$293M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.52M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.4M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.06M

Top Sells

1
+$17.8M
2
+$8.38M
3
+$6.03M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$5.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Sector Composition

1 Financials 51.83%
2 Technology 3.5%
3 Industrials 0.58%
4 Consumer Discretionary 0.57%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.39%
23,819
-74
27
$1.1M 0.38%
16,159
-88,377
28
$1.05M 0.36%
28,944
-5,703
29
$1.03M 0.35%
36,490
-33,700
30
$874K 0.3%
36,477
-723
31
$766K 0.26%
15,509
-104,173
32
$760K 0.26%
4,539
+310
33
$754K 0.26%
9,068
-5,000
34
$746K 0.25%
12,255
-4,914
35
$720K 0.25%
2,334
-7,936
36
$719K 0.25%
30,035
-515
37
$708K 0.24%
6,546
+709
38
$661K 0.23%
11,200
39
$635K 0.22%
4,358
-200
40
$594K 0.2%
18,530
+6
41
$575K 0.2%
9,497
+54
42
$566K 0.19%
+36,050
43
$511K 0.17%
9,501
-11,115
44
$476K 0.16%
28,524
45
$464K 0.16%
8,944
46
$441K 0.15%
5,036
47
$440K 0.15%
7,965
+240
48
$422K 0.14%
3,405
49
$419K 0.14%
3,040
+360
50
$413K 0.14%
5,820
+560
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