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
$432M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.02M
3
+$3.42M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.04M

Top Sells

1
+$1.99M
2
+$1.05M
3
+$884K
4
RELY icon
Remitly
RELY
+$784K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$666K

Sector Composition

1 Financials 26.35%
2 Technology 3.7%
3 Industrials 0.87%
4 Energy 0.51%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.58%
5,855
+93
27
$2.45M 0.57%
212,266
28
$2.24M 0.52%
132,160
-3,154
29
$2.24M 0.52%
42,252
-615
30
$2.2M 0.51%
10,339
-1,082
31
$2M 0.46%
4,683
-350
32
$1.92M 0.44%
16,307
-44
33
$1.68M 0.39%
33,334
+19
34
$1.57M 0.36%
70,482
35
$1.54M 0.36%
7,221
+3,370
36
$1.47M 0.34%
28,282
37
$1.41M 0.33%
68,228
-3,570
38
$1.4M 0.32%
4,710
39
$1.28M 0.3%
7,492
+1,114
40
$1.27M 0.29%
18,590
41
$1.04M 0.24%
20,760
+270
42
$1M 0.23%
48,161
43
$983K 0.23%
9,785
44
$958K 0.22%
6,228
-47
45
$937K 0.22%
19,478
-21,895
46
$928K 0.21%
30,637
+128
47
$845K 0.2%
10,379
48
$768K 0.18%
8,900
-781
49
$677K 0.16%
29,639
-7,716
50
$587K 0.14%
8,578
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