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
$456M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$9.92M
3
+$9.77M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.8M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$724K
5
COST icon
Costco
COST
+$656K

Sector Composition

1 Financials 36.8%
2 Technology 2.72%
3 Industrials 0.81%
4 Energy 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$712K 0.16%
3,880
+461
52
$672K 0.15%
10,902
+6,758
53
$668K 0.15%
3,830
+177
54
$655K 0.14%
+19,170
55
$604K 0.13%
3,851
-231
56
$603K 0.13%
20,043
-3,217
57
$591K 0.13%
+8,879
58
$553K 0.12%
5,702
+1,280
59
$548K 0.12%
3,611
+1,269
60
$545K 0.12%
+9,895
61
$544K 0.12%
8,268
+1,838
62
$533K 0.12%
8,163
63
$533K 0.12%
+283,611
64
$513K 0.11%
4,125
+1,539
65
$510K 0.11%
+5,591
66
$493K 0.11%
+10,615
67
$489K 0.11%
20,555
+5,429
68
$484K 0.11%
1,462
69
$481K 0.11%
2,244
+195
70
$462K 0.1%
1,759
+712
71
$440K 0.1%
+4,361
72
$403K 0.09%
5,902
+470
73
$393K 0.09%
2,490
-787
74
$392K 0.09%
4,447
-3,402
75
$388K 0.09%
+4,706
1 2
3
4 5