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
$385M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.78M
3
+$3.77M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.26M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M

Top Sells

1
+$105M
2
+$1.89M
3
+$1.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$771K
5
RELY icon
Remitly
RELY
+$687K

Sector Composition

1 Technology 4.69%
2 Financials 2.84%
3 Industrials 1.25%
4 Energy 0.5%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.23%
283,611
52
$745K 0.19%
9,552
+974
53
$676K 0.18%
6,984
-1,916
54
$662K 0.17%
4,273
+1,435
55
$640K 0.17%
9,093
+781
56
$633K 0.16%
3,156
-30
57
$618K 0.16%
8,163
58
$608K 0.16%
2,850
+335
59
$584K 0.15%
5,665
+37
60
$576K 0.15%
22,740
61
$562K 0.15%
4,023
-224
62
$551K 0.14%
1,462
63
$535K 0.14%
21,854
+420
64
$530K 0.14%
23,992
+7,974
65
$519K 0.14%
1,015
66
$516K 0.13%
19,155
67
$508K 0.13%
1,764
68
$488K 0.13%
740
+23
69
$488K 0.13%
3,209
-240
70
$487K 0.13%
15,691
71
$462K 0.12%
1,129
-3
72
$437K 0.11%
3,828
73
$432K 0.11%
2,536
-204
74
$430K 0.11%
5,432
75
$425K 0.11%
+4,287
1 2
3
4 5