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
$158M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$580K
3
+$502K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$385K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$366K

Top Sells

1
+$1.2M
2
+$971K
3
+$418K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$295K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$290K

Sector Composition

1 Financials 46.94%
2 Technology 1.28%
3 Communication Services 0.72%
4 Utilities 0.17%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.15%
+3,860
52
$226K 0.14%
2,706
53
$216K 0.14%
4,102
54
$205K 0.13%
+4,500
55
$169K 0.11%
13,260
56
$13K 0.01%
25,000
57
– –
-3,580
58
– –
-6,800
59
– –
-11,960
60
– –
-7,967
1 2
3