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
$419M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$758K
3
+$654K
4
PPG icon
PPG Industries
PPG
+$548K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$526K

Top Sells

1
+$4.55M
2
+$4.44M
3
+$1.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$934K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$691K

Sector Composition

1 Financials 32.74%
2 Technology 5.3%
3 Industrials 1.81%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.51%
35,682
+821
27
$2.11M 0.5%
82,440
-2,440
28
$2.06M 0.49%
4,328
+58
29
$1.95M 0.47%
59,907
+47
30
$1.94M 0.46%
4,842
31
$1.91M 0.46%
34,142
+2,588
32
$1.86M 0.44%
6,207
+188
33
$1.83M 0.44%
12,640
-180
34
$1.8M 0.43%
59,445
+25,055
35
$1.35M 0.32%
3,388
+26
36
$1.29M 0.31%
33,107
37
$1.29M 0.31%
2,273
-5
38
$1.26M 0.3%
3,031
-43
39
$1.24M 0.3%
33,768
40
$1.17M 0.28%
7,485
41
$1.15M 0.27%
42,684
+346
42
$1.06M 0.25%
6,202
43
$1.05M 0.25%
13,331
44
$1.03M 0.25%
6,180
+100
45
$1.02M 0.24%
27,550
46
$982K 0.23%
8,900
47
$970K 0.23%
6,125
-101
48
$964K 0.23%
10,379
-821
49
$957K 0.23%
5,537
-87
50
$952K 0.23%
2,649
-122
1
2
3 4 5