SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.76M
3
+$3.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.97M

Top Sells

1
+$2.87M
2
+$1.4M
3
+$660K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$614K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$395K

Sector Composition

1 Technology 5.38%
2 Financials 2.81%
3 Industrials 1.31%
4 Healthcare 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.64%
10,748
+409
27
$2.57M 0.59%
101,714
-8,971
28
$2.53M 0.58%
129,786
-4,570
29
$2.53M 0.58%
69,978
-5,539
30
$2.42M 0.56%
99,433
-4,639
31
$2.38M 0.55%
4,549
-80
32
$2.31M 0.53%
45,710
+315
33
$2.03M 0.47%
32,967
-367
34
$1.98M 0.46%
17,054
+747
35
$1.91M 0.44%
24,333
-3,949
36
$1.74M 0.4%
5,569
+54
37
$1.64M 0.38%
4,710
38
$1.57M 0.36%
18,590
39
$1.55M 0.36%
74,728
-5,560
40
$1.5M 0.34%
7,268
-224
41
$1.49M 0.34%
65,032
42
$1.36M 0.31%
6,786
+4,781
43
$1.34M 0.31%
32,107
44
$1.33M 0.31%
54,190
-14,038
45
$1.23M 0.28%
9,949
+58
46
$1.22M 0.28%
283,611
47
$1.17M 0.27%
+46,977
48
$1.13M 0.26%
6,062
-166
49
$1.13M 0.26%
14,098
-286
50
$1.1M 0.25%
18,173
+38
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