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
$341M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$711K
3
+$527K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$519K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$505K

Top Sells

1
+$3.45M
2
+$1.64M
3
+$1.19M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$844K
5
MSFT icon
Microsoft
MSFT
+$707K

Sector Composition

1 Financials 33.26%
2 Technology 4.31%
3 Industrials 1.4%
4 Healthcare 1.22%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.55%
41,673
+769
27
$1.49M 0.44%
78,798
-2,360
28
$1.46M 0.43%
34,709
29
$1.44M 0.42%
64,115
+4,224
30
$1.32M 0.39%
59,933
31
$1.23M 0.36%
28,676
-700
32
$1.07M 0.31%
4,842
33
$1.06M 0.31%
18,309
+9,108
34
$1.02M 0.3%
2,165
-78
35
$993K 0.29%
6,417
+137
36
$978K 0.29%
7,612
-3
37
$955K 0.28%
9,668
+638
38
$950K 0.28%
42,395
39
$883K 0.26%
38,962
-20,100
40
$852K 0.25%
3,191
-327
41
$772K 0.23%
17,615
+1,425
42
$751K 0.22%
7,849
-2,611
43
$695K 0.2%
10,379
44
$686K 0.2%
6,067
-1,661
45
$677K 0.2%
27,000
-550
46
$657K 0.19%
4,020
-475
47
$655K 0.19%
6,266
-1,245
48
$653K 0.19%
8,333
-305
49
$646K 0.19%
8,900
50
$644K 0.19%
23,260
+525
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