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
$387M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$969K
3
+$876K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$634K
5
MSFT icon
Microsoft
MSFT
+$575K

Top Sells

1
+$2.65M
2
+$1.1M
3
+$500K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$347K
5
VZ icon
Verizon
VZ
+$252K

Sector Composition

1 Financials 31.49%
2 Technology 4.97%
3 Industrials 1.72%
4 Consumer Discretionary 1.38%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$864K 0.22%
14,324
-134
52
$840K 0.22%
5,624
+383
53
$839K 0.22%
4,962
+1,076
54
$832K 0.21%
6,240
+3,000
55
$823K 0.21%
3,763
+258
56
$802K 0.21%
19,343
+575
57
$800K 0.21%
9,373
58
$790K 0.2%
9,069
+432
59
$783K 0.2%
2,307
+99
60
$777K 0.2%
4,809
+475
61
$746K 0.19%
1,909
+238
62
$734K 0.19%
13,945
-210
63
$727K 0.19%
34,390
64
$691K 0.18%
12,687
+1,366
65
$681K 0.18%
8,679
+298
66
$670K 0.17%
9,060
+116
67
$650K 0.17%
2,033
+6
68
$648K 0.17%
4,307
-34
69
$647K 0.17%
2,485
+409
70
$633K 0.16%
8,370
71
$578K 0.15%
1,012
-61
72
$575K 0.15%
2,989
-16
73
$569K 0.15%
3,285
+74
74
$554K 0.14%
2,612
+160
75
$548K 0.14%
1,867
+26
1 2
3
4 5