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
$409M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.85M
3
+$1.79M
4
MATW icon
Matthews International
MATW
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M

Top Sells

1
+$4.02M
2
+$451K
3
+$237K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$214K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$140K

Sector Composition

1 Financials 39.86%
2 Technology 3.77%
3 Industrials 1.5%
4 Consumer Discretionary 1.1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.18%
5,238
+107
52
$709K 0.17%
4,660
+2,683
53
$706K 0.17%
3,194
+137
54
$695K 0.17%
3,764
+1,295
55
$638K 0.16%
8,499
-1,002
56
$619K 0.15%
+1,663
57
$616K 0.15%
+2,092
58
$614K 0.15%
+2,402
59
$614K 0.15%
2,899
+1,739
60
$604K 0.15%
4,268
+1,608
61
$603K 0.15%
8,596
+2,324
62
$589K 0.14%
11,397
+5,349
63
$582K 0.14%
8,944
64
$575K 0.14%
7,601
+4,962
65
$564K 0.14%
+2,983
66
$561K 0.14%
+2,032
67
$554K 0.14%
1,841
68
$552K 0.13%
3,209
+1,940
69
$524K 0.13%
+2,414
70
$477K 0.12%
+1,966
71
$462K 0.11%
4,600
72
$462K 0.11%
1,012
+548
73
$454K 0.11%
2,587
-212
74
$450K 0.11%
+2,043
75
$433K 0.11%
1,310
+393
1 2
3
4 5