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
$385M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.78M
3
+$3.77M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.26M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M

Top Sells

1
+$105M
2
+$1.89M
3
+$1.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$771K
5
RELY icon
Remitly
RELY
+$687K

Sector Composition

1 Technology 4.69%
2 Financials 2.84%
3 Industrials 1.25%
4 Energy 0.5%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.69%
45,027
+2,775
27
$2.56M 0.67%
75,517
-3,097,003
28
$2.56M 0.66%
104,072
+74,433
29
$2.48M 0.65%
134,356
+2,196
30
$2.45M 0.64%
10,339
31
$2.32M 0.6%
45,395
+25,917
32
$2.2M 0.57%
4,629
-54
33
$1.86M 0.48%
33,334
34
$1.77M 0.46%
28,282
35
$1.71M 0.44%
4,710
36
$1.63M 0.42%
16,307
37
$1.61M 0.42%
68,228
38
$1.56M 0.41%
80,288
-35,379
39
$1.48M 0.39%
65,032
-5,450
40
$1.43M 0.37%
7,492
41
$1.4M 0.36%
18,590
42
$1.33M 0.35%
5,515
-1,706
43
$1.29M 0.34%
48,161
44
$1.09M 0.28%
9,785
45
$1.09M 0.28%
14,384
+6,404
46
$1.08M 0.28%
6,228
47
$1.01M 0.26%
18,135
-2,625
48
$989K 0.26%
30,838
+201
49
$966K 0.25%
9,891
+5,391
50
$945K 0.25%
10,379
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