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
$298M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$3.15M
3
+$2.76M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$597K

Top Sells

1
+$8.14M
2
+$994K
3
+$769K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$743K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$440K

Sector Composition

1 Financials 43.63%
2 Technology 3.85%
3 Healthcare 0.74%
4 Consumer Discretionary 0.63%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.15%
9,570
+39
52
$413K 0.14%
4,600
-4,468
53
$408K 0.14%
1,841
54
$393K 0.13%
2,827
+505
55
$381K 0.13%
18,400
56
$374K 0.13%
3,888
+20
57
$364K 0.12%
5,715
+205
58
$361K 0.12%
2,603
+463
59
$338K 0.11%
1,689
+180
60
$336K 0.11%
2,019
+11
61
$334K 0.11%
1,015
62
$333K 0.11%
1,312
+11
63
$326K 0.11%
7,300
64
$325K 0.11%
5,432
65
$322K 0.11%
10,145
66
$321K 0.11%
+1,700
67
$304K 0.1%
11,877
68
$299K 0.1%
6,466
+18
69
$297K 0.1%
2,393
+38
70
$296K 0.1%
+8,514
71
$292K 0.1%
+1,959
72
$286K 0.1%
7,715
+300
73
$285K 0.1%
3,426
74
$282K 0.09%
7,156
+40
75
$279K 0.09%
2,171
1 2
3
4 5