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
$359M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$1.64M
3
+$1.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$946K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$421K

Top Sells

1
+$22.2M
2
+$890K
3
+$777K
4
AAPL icon
Apple
AAPL
+$703K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$531K

Sector Composition

1 Financials 42.14%
2 Technology 3.33%
3 Industrials 0.56%
4 Consumer Discretionary 0.53%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.12%
2,799
+660
52
$406K 0.11%
6,272
-1,693
53
$403K 0.11%
4,600
-1,680
54
$394K 0.11%
5,400
-4,145
55
$394K 0.11%
2,660
+57
56
$392K 0.11%
5,432
57
$355K 0.1%
7,715
58
$353K 0.1%
1,015
59
$348K 0.1%
7,242
-2,328
60
$348K 0.1%
10,328
-1,549
61
$340K 0.09%
2,159
+200
62
$334K 0.09%
10,145
63
$306K 0.09%
2,171
64
$297K 0.08%
833
+15
65
$295K 0.08%
2,522
-9
66
$287K 0.08%
915
67
$280K 0.08%
917
68
$278K 0.08%
739
+44
69
$273K 0.08%
3,296
-130
70
$271K 0.08%
6,048
-1,108
71
$271K 0.08%
+5,442
72
$266K 0.07%
3,207
73
$263K 0.07%
4,578
+78
74
$260K 0.07%
2,425
-485
75
$258K 0.07%
4,119
+1
1 2
3
4 5