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
$432M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.02M
3
+$3.42M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.04M

Top Sells

1
+$1.99M
2
+$1.05M
3
+$884K
4
RELY icon
Remitly
RELY
+$784K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$666K

Sector Composition

1 Financials 26.35%
2 Technology 3.7%
3 Industrials 0.87%
4 Energy 0.51%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.13%
8,163
52
$563K 0.13%
3,186
-696
53
$563K 0.13%
22,740
54
$556K 0.13%
4,247
+590
55
$552K 0.13%
7,980
+42
56
$535K 0.12%
8,312
+305
57
$509K 0.12%
21,434
+879
58
$502K 0.12%
5,628
59
$490K 0.11%
1,462
60
$476K 0.11%
2,515
-720
61
$474K 0.11%
2,116
-43
62
$474K 0.11%
1,764
+60
63
$438K 0.1%
3,449
+618
64
$433K 0.1%
4,087
+22
65
$426K 0.1%
2,740
-871
66
$422K 0.1%
15,691
+5,057
67
$406K 0.09%
1,132
-123
68
$405K 0.09%
717
69
$392K 0.09%
5,432
-130
70
$391K 0.09%
1,015
71
$386K 0.09%
3,828
-533
72
$383K 0.09%
4,500
73
$381K 0.09%
19,155
+810
74
$369K 0.09%
1,053
-15
75
$348K 0.08%
2,838
-21
1 2
3
4 5