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
$322M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$1.65M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$553K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$439K

Top Sells

1
+$2.07M
2
+$997K
3
+$784K
4
ATI icon
ATI
ATI
+$567K
5
QCOM icon
Qualcomm
QCOM
+$532K

Sector Composition

1 Financials 65.23%
2 Technology 1.51%
3 Industrials 0.53%
4 Consumer Discretionary 0.33%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.09%
1,490
52
$266K 0.08%
4,102
53
$258K 0.08%
3,311
-1,238
54
$255K 0.08%
13,473
-81
55
$247K 0.08%
1,634
56
$245K 0.08%
4,400
57
$244K 0.08%
13,021
58
$229K 0.07%
9,014
+744
59
$217K 0.07%
+3,947
60
$213K 0.07%
+4,721
61
$212K 0.07%
4,704
62
$210K 0.07%
+4,500
63
$203K 0.06%
+2,235
64
$202K 0.06%
3,586
65
$188K 0.06%
13,260
66
$131K 0.04%
15,800
67
– –
-4,304
68
– –
-4,112
69
– –
-7,000
70
– –
-13,240
71
– –
-6,629
72
– –
-25,000
73
– –
-4,669
74
– –
-1,634
75
– –
-999
1 2
3
4