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
$456M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$9.92M
3
+$9.77M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.8M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$724K
5
COST icon
Costco
COST
+$656K

Sector Composition

1 Financials 36.8%
2 Technology 2.72%
3 Industrials 0.81%
4 Energy 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.59%
+112,788
27
$2.66M 0.58%
153,746
-19,395
28
$2.57M 0.56%
13,449
+857
29
$2.38M 0.52%
48,418
+6,745
30
$2.24M 0.49%
139,390
+720
31
$2.21M 0.48%
5,749
+14
32
$1.98M 0.43%
5,179
-248
33
$1.98M 0.43%
+172,500
34
$1.83M 0.4%
90,548
+11,750
35
$1.82M 0.4%
16,500
+11,794
36
$1.56M 0.34%
34,709
37
$1.55M 0.34%
70,482
+59,582
38
$1.34M 0.29%
28,676
39
$1.29M 0.28%
42,395
40
$1.19M 0.26%
8,169
+557
41
$1.16M 0.25%
4,809
-33
42
$1.14M 0.25%
23,655
+6,040
43
$1.12M 0.25%
6,595
+178
44
$1.09M 0.24%
18,590
+281
45
$1.01M 0.22%
48,161
-11,772
46
$995K 0.22%
9,308
-360
47
$811K 0.18%
9,681
+781
48
$749K 0.16%
27,000
49
$745K 0.16%
10,379
50
$720K 0.16%
14,618
-306
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