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
$532M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.97M
3
+$4.92M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.73M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.73M

Top Sells

1
+$1.11M
2
+$471K
3
+$363K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$316K
5
WELL icon
Welltower
WELL
+$296K

Sector Composition

1 Technology 4.65%
2 Financials 3.27%
3 Industrials 1.05%
4 Communication Services 0.8%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.63%
5,702
-20
27
$3.35M 0.63%
21,546
28
$3.27M 0.61%
79,460
-11,454
29
$2.98M 0.56%
5,078
+699
30
$2.53M 0.48%
94,991
-2,400
31
$2.49M 0.47%
22,579
32
$2.32M 0.44%
33,680
+713
33
$2.31M 0.43%
124,699
-969
34
$2.14M 0.4%
11,092
+6,767
35
$1.93M 0.36%
23,643
36
$1.89M 0.36%
18,590
37
$1.86M 0.35%
6,413
+166
38
$1.85M 0.35%
5,569
39
$1.84M 0.35%
48,161
40
$1.75M 0.33%
7,248
41
$1.74M 0.33%
16,219
-82
42
$1.67M 0.31%
73,928
43
$1.66M 0.31%
35,879
-1,002
44
$1.65M 0.31%
6,866
45
$1.6M 0.3%
22,802
+16,675
46
$1.59M 0.3%
4,710
47
$1.56M 0.29%
8,230
48
$1.54M 0.29%
24,667
+11,214
49
$1.39M 0.26%
283,276
50
$1.32M 0.25%
92,792
-77,862
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