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
$386M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.28M
3
+$856K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$712K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$462K

Top Sells

1
+$52.7M
2
+$3.73M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$948K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$279K

Sector Composition

1 Financials 32.99%
2 Technology 4.51%
3 Industrials 1.63%
4 Consumer Discretionary 1.26%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.58%
85,696
-1,280
27
$1.83M 0.48%
33,706
+1,791
28
$1.83M 0.47%
4,270
29
$1.7M 0.44%
4,888
+3
30
$1.64M 0.43%
59,834
-158
31
$1.59M 0.41%
31,554
32
$1.25M 0.32%
15,855
33
$1.21M 0.31%
33,768
+3,291
34
$1.21M 0.31%
44,126
-668
35
$1.1M 0.28%
7,431
36
$1.08M 0.28%
33,107
37
$1.05M 0.27%
8,640
+360
38
$1.03M 0.27%
6,202
+15
39
$1.01M 0.26%
2,756
+6
40
$962K 0.25%
4,271
-98
41
$928K 0.24%
11,200
42
$903K 0.23%
14,458
+181
43
$895K 0.23%
2,262
+13
44
$870K 0.23%
5,060
+380
45
$847K 0.22%
18,768
46
$836K 0.22%
2,622
-79
47
$836K 0.22%
27,550
48
$813K 0.21%
9,373
49
$804K 0.21%
3,505
+311
50
$777K 0.2%
5,241
+3
1
2
3 4 5