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
$387M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$969K
3
+$876K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$634K
5
MSFT icon
Microsoft
MSFT
+$575K

Top Sells

1
+$2.65M
2
+$1.1M
3
+$500K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$347K
5
VZ icon
Verizon
VZ
+$252K

Sector Composition

1 Financials 31.49%
2 Technology 4.97%
3 Industrials 1.72%
4 Consumer Discretionary 1.38%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.55%
84,880
-816
27
$1.9M 0.49%
34,861
+1,155
28
$1.83M 0.47%
4,270
29
$1.73M 0.45%
59,860
+26
30
$1.71M 0.44%
12,820
+4,180
31
$1.65M 0.43%
4,842
-46
32
$1.64M 0.42%
6,019
+3,551
33
$1.59M 0.41%
31,554
34
$1.2M 0.31%
3,362
+2,447
35
$1.17M 0.3%
33,768
36
$1.15M 0.3%
42,338
-1,788
37
$1.09M 0.28%
7,485
+54
38
$1.07M 0.28%
33,107
39
$1.04M 0.27%
13,331
-2,524
40
$1.04M 0.27%
4,755
+484
41
$1.02M 0.26%
2,278
+16
42
$1.02M 0.26%
6,226
+1,573
43
$1.02M 0.26%
6,202
44
$1.01M 0.26%
3,074
+452
45
$999K 0.26%
6,080
+1,020
46
$963K 0.25%
2,771
+15
47
$948K 0.24%
8,900
+4,300
48
$932K 0.24%
11,200
49
$892K 0.23%
27,550
50
$888K 0.23%
3,987
+1,046
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