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
$386M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.28M
3
+$856K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$712K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$462K

Top Sells

1
+$52.7M
2
+$3.73M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$948K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$279K

Sector Composition

1 Financials 32.99%
2 Technology 4.51%
3 Industrials 1.63%
4 Consumer Discretionary 1.26%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$768K 0.2%
2,208
+116
52
$761K 0.2%
14,155
+200
53
$724K 0.19%
4,653
-7
54
$714K 0.18%
4,334
-123
55
$701K 0.18%
34,390
56
$688K 0.18%
2,941
+42
57
$686K 0.18%
2,468
+66
58
$683K 0.18%
3,886
+122
59
$672K 0.17%
8,637
+41
60
$669K 0.17%
1,671
+8
61
$650K 0.17%
8,944
62
$649K 0.17%
8,370
-129
63
$643K 0.17%
4,341
+73
64
$626K 0.16%
3,211
+2
65
$614K 0.16%
8,381
+780
66
$605K 0.16%
2,076
+110
67
$600K 0.16%
11,321
-76
68
$598K 0.15%
2,027
-5
69
$578K 0.15%
3,005
+22
70
$574K 0.15%
1,841
71
$541K 0.14%
1,073
+61
72
$538K 0.14%
2,452
+38
73
$493K 0.13%
4,600
74
$484K 0.13%
2,538
-49
75
$483K 0.13%
2,784
1 2
3
4 5