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
$487M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.78M
3
+$1.45M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$610K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$503K

Top Sells

1
+$2.82M
2
+$2.13M
3
+$1.71M
4
FHI icon
Federated Hermes
FHI
+$1.49M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M

Sector Composition

1 Financials 38.25%
2 Technology 3.11%
3 Industrials 0.84%
4 Energy 0.42%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.53%
51,352
-3,394
27
$2.56M 0.53%
151,161
-21,339
28
$2.45M 0.5%
5,967
+218
29
$2.4M 0.49%
138,062
-1,328
30
$2.33M 0.48%
11,421
-2,028
31
$2.09M 0.43%
5,093
-86
32
$2.07M 0.42%
39,882
-8,536
33
$1.79M 0.37%
16,351
-149
34
$1.74M 0.36%
83,194
-7,354
35
$1.61M 0.33%
33,466
-1,243
36
$1.6M 0.33%
4,809
37
$1.58M 0.32%
70,482
38
$1.53M 0.31%
42,395
39
$1.42M 0.29%
28,676
40
$1.2M 0.25%
6,530
-65
41
$1.19M 0.24%
18,590
42
$1.18M 0.24%
23,545
-110
43
$1.05M 0.21%
48,161
44
$1.04M 0.21%
42,659
-70,129
45
$976K 0.2%
6,434
-1,735
46
$913K 0.19%
9,785
+477
47
$907K 0.19%
9,681
48
$809K 0.17%
10,379
49
$806K 0.17%
25,604
+5,561
50
$789K 0.16%
15,079
+461
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