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
$449M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.8M
3
+$3.84M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.51M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.48M

Top Sells

1
+$6.3M
2
+$5.95M
3
+$1.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$344K

Sector Composition

1 Technology 5.27%
2 Financials 2.47%
3 Industrials 1.21%
4 Consumer Discretionary 0.52%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 0.61%
220,225
27
$2.66M 0.59%
100,211
-1,503
28
$2.48M 0.55%
4,549
29
$2.45M 0.55%
127,694
-2,092
30
$2.34M 0.52%
22,579
+12,200
31
$2.27M 0.51%
69,182
-796
32
$2.26M 0.5%
93,949
-5,484
33
$2.11M 0.47%
32,967
34
$2M 0.45%
39,924
-5,786
35
$1.93M 0.43%
16,735
-319
36
$1.78M 0.4%
23,998
-335
37
$1.75M 0.39%
5,569
38
$1.73M 0.38%
37,239
-135,937
39
$1.72M 0.38%
18,590
40
$1.56M 0.35%
7,268
41
$1.51M 0.34%
4,710
42
$1.49M 0.33%
65,032
43
$1.33M 0.3%
48,161
44
$1.27M 0.28%
6,256
-530
45
$1.23M 0.27%
51,978
-2,212
46
$1.12M 0.25%
33,421
47
$1.11M 0.25%
14,098
48
$1.1M 0.25%
6,062
49
$1.09M 0.24%
12,963
+8,658
50
$1.08M 0.24%
5,934
-440
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