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
$335M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.1M
3
+$964K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$557K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$537K

Top Sells

1
+$3.29M
2
+$717K
3
+$295K
4
WELL icon
Welltower
WELL
+$203K
5
AAPL icon
Apple
AAPL
+$92.5K

Sector Composition

1 Financials 62.02%
2 Technology 1.68%
3 Industrials 0.57%
4 Consumer Discretionary 0.39%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.08%
1,725
+91
52
$279K 0.08%
+1,685
53
$278K 0.08%
3,320
+9
54
$271K 0.08%
2,171
-733
55
$265K 0.08%
4,102
56
$261K 0.08%
+917
57
$259K 0.08%
+3,705
58
$250K 0.07%
13,021
59
$237K 0.07%
4,500
60
$235K 0.07%
+1,015
61
$229K 0.07%
9,014
62
$228K 0.07%
4,704
63
$226K 0.07%
4,400
64
$215K 0.06%
3,586
65
$212K 0.06%
4,721
66
$209K 0.06%
3,947
67
$207K 0.06%
+4,138
68
$203K 0.06%
+689
69
$187K 0.06%
13,260
70
$111K 0.03%
15,800
71
– –
-2,235
72
– –
-11,495
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