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
$409M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.85M
3
+$1.79M
4
MATW icon
Matthews International
MATW
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M

Top Sells

1
+$4.02M
2
+$451K
3
+$237K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$214K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$140K

Sector Composition

1 Financials 39.86%
2 Technology 3.77%
3 Industrials 1.5%
4 Consumer Discretionary 1.1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.41%
4,270
+2,537
27
$1.66M 0.41%
4,885
+88
28
$1.62M 0.4%
31,915
+1,189
29
$1.47M 0.36%
31,554
30
$1.43M 0.35%
59,992
31
$1.21M 0.3%
44,794
+2,410
32
$1.21M 0.29%
+30,477
33
$1.2M 0.29%
15,855
34
$1.08M 0.26%
33,107
35
$1.05M 0.26%
7,431
36
$990K 0.24%
6,187
+1,498
37
$979K 0.24%
2,750
+1,917
38
$935K 0.23%
4,369
-63
39
$871K 0.21%
14,277
-1
40
$855K 0.21%
11,200
41
$854K 0.21%
8,280
+3,680
42
$835K 0.2%
27,550
43
$824K 0.2%
+2,701
44
$813K 0.2%
18,768
45
$793K 0.19%
2,249
+1,510
46
$793K 0.19%
34,390
47
$781K 0.19%
9,373
+6,166
48
$733K 0.18%
4,457
+2,298
49
$726K 0.18%
13,955
+6,240
50
$724K 0.18%
4,680
+1,740
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