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
$487M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.78M
3
+$1.45M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$610K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$503K

Top Sells

1
+$2.82M
2
+$2.13M
3
+$1.71M
4
FHI icon
Federated Hermes
FHI
+$1.49M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M

Sector Composition

1 Financials 38.25%
2 Technology 3.11%
3 Industrials 0.84%
4 Energy 0.42%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.15%
27,000
52
$726K 0.15%
10,864
-38
53
$704K 0.14%
3,945
+115
54
$699K 0.14%
3,686
-194
55
$660K 0.14%
3,851
56
$633K 0.13%
9,471
+592
57
$605K 0.12%
4,009
-116
58
$603K 0.12%
19,170
59
$586K 0.12%
5,882
+180
60
$566K 0.12%
7,884
-384
61
$566K 0.12%
3,677
+66
62
$559K 0.11%
8,163
63
$539K 0.11%
8,578
-1,317
64
$525K 0.11%
5,608
+17
65
$495K 0.1%
20,555
66
$490K 0.1%
2,159
-85
67
$486K 0.1%
1,462
68
$448K 0.09%
4,361
69
$425K 0.09%
8,483
+40
70
$412K 0.08%
1,704
-55
71
$406K 0.08%
283,611
72
$403K 0.08%
1,255
-11
73
$398K 0.08%
5,562
-340
74
$393K 0.08%
4,733
+27
75
$382K 0.08%
3,009
+519
1 2
3
4 5