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
$358M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.19M
3
+$2.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$924K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$747K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$621K

Sector Composition

1 Financials 32.25%
2 Technology 4.82%
3 Industrials 1.64%
4 Healthcare 1.46%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.2%
16,190
+1,765
52
$716K 0.2%
8,900
53
$703K 0.2%
2,563
-335
54
$697K 0.19%
4,184
+200
55
$695K 0.19%
14,238
+1,014
56
$689K 0.19%
13,134
+2,775
57
$685K 0.19%
6,260
+2,180
58
$669K 0.19%
8,638
-33
59
$653K 0.18%
5,180
60
$619K 0.17%
3,653
-112
61
$610K 0.17%
4,503
+2,806
62
$605K 0.17%
9,373
63
$602K 0.17%
3,419
+54
64
$590K 0.16%
8,446
65
$558K 0.16%
13,767
+4,443
66
$555K 0.16%
9,201
+77
67
$550K 0.15%
2,578
-9
68
$543K 0.15%
3,531
-6
69
$540K 0.15%
1,945
70
$536K 0.15%
987
71
$517K 0.14%
3,072
-312
72
$510K 0.14%
11,969
+2,038
73
$507K 0.14%
8,319
74
$489K 0.14%
3,102
+80
75
$454K 0.13%
2,613
+4
1 2
3
4 5