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
$341M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$711K
3
+$527K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$519K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$505K

Top Sells

1
+$3.45M
2
+$1.64M
3
+$1.19M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$844K
5
MSFT icon
Microsoft
MSFT
+$707K

Sector Composition

1 Financials 33.26%
2 Technology 4.31%
3 Industrials 1.4%
4 Healthcare 1.22%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.19%
14,924
+686
52
$614K 0.18%
1,216
-531
53
$602K 0.18%
3,653
54
$593K 0.17%
9,373
55
$584K 0.17%
3,419
56
$579K 0.17%
2,035
-639
57
$578K 0.17%
8,293
+3,790
58
$560K 0.16%
12,942
-825
59
$544K 0.16%
4,082
-1,098
60
$537K 0.16%
5,586
-674
61
$514K 0.15%
3,146
-1,038
62
$493K 0.14%
8,163
-156
63
$490K 0.14%
3,277
+175
64
$489K 0.14%
3,158
-373
65
$459K 0.13%
4,906
+27
66
$458K 0.13%
10,469
-2,665
67
$454K 0.13%
1,765
-180
68
$454K 0.13%
2,558
-1,275
69
$429K 0.13%
846
-141
70
$426K 0.12%
+4,422
71
$423K 0.12%
2,049
+97
72
$420K 0.12%
4,403
-123
73
$420K 0.12%
1,462
74
$411K 0.12%
4,706
+57
75
$410K 0.12%
10,238
-1,731
1 2
3
4 5