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
$419M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$758K
3
+$654K
4
PPG icon
PPG Industries
PPG
+$548K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$526K

Top Sells

1
+$4.55M
2
+$4.44M
3
+$1.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$934K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$691K

Sector Composition

1 Financials 32.74%
2 Technology 5.3%
3 Industrials 1.81%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.23%
1,878
-31
52
$911K 0.22%
6,300
+60
53
$839K 0.2%
2,023
-10
54
$827K 0.2%
13,973
-351
55
$822K 0.2%
3,792
-195
56
$816K 0.2%
3,669
-94
57
$810K 0.19%
8,674
-5
58
$803K 0.19%
14,180
+235
59
$788K 0.19%
19,814
+471
60
$778K 0.19%
8,919
-150
61
$778K 0.19%
9,373
62
$767K 0.18%
4,949
-13
63
$761K 0.18%
3,365
-1,390
64
$758K 0.18%
9,060
65
$751K 0.18%
2,232
-75
66
$741K 0.18%
4,329
-480
67
$727K 0.17%
11,472
-1,215
68
$701K 0.17%
4,038
-269
69
$682K 0.16%
3,268
-17
70
$682K 0.16%
8,370
71
$661K 0.16%
11,194
-137
72
$659K 0.16%
987
-25
73
$648K 0.15%
2,571
-9
74
$558K 0.13%
2,960
-29
75
$557K 0.13%
2,780
1 2
3
4 5