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
$293M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$1.52M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.4M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.06M

Top Sells

1
+$17.8M
2
+$8.38M
3
+$6.03M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$5.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.45M

Sector Composition

1 Financials 51.83%
2 Technology 3.5%
3 Industrials 0.58%
4 Consumer Discretionary 0.57%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.13%
1,841
52
$381K 0.13%
9,531
53
$370K 0.13%
18,400
54
$364K 0.12%
3,868
+150
55
$336K 0.11%
2,008
56
$334K 0.11%
5,510
-4,750
57
$332K 0.11%
7,116
58
$317K 0.11%
+1,015
59
$317K 0.11%
11,877
-202
60
$308K 0.11%
7,300
61
$307K 0.1%
1,301
62
$304K 0.1%
5,432
-72
63
$303K 0.1%
8,952
+905
64
$294K 0.1%
11,394
-3,062
65
$291K 0.1%
1,509
66
$285K 0.1%
3,426
67
$284K 0.1%
2,896
68
$283K 0.1%
2,140
69
$278K 0.1%
10,145
70
$278K 0.1%
2,322
71
$272K 0.09%
11,465
72
$264K 0.09%
7,415
-315
73
$263K 0.09%
2,355
74
$262K 0.09%
2,852
75
$254K 0.09%
2,171
1 2
3
4