SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.76M
3
+$3.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.97M

Top Sells

1
+$2.87M
2
+$1.4M
3
+$660K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$614K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$395K

Sector Composition

1 Technology 5.38%
2 Financials 2.81%
3 Industrials 1.31%
4 Healthcare 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.25%
33,421
+2,583
52
$1.05M 0.24%
10,379
53
$962K 0.22%
6,374
+2,351
54
$901K 0.21%
10,400
+848
55
$793K 0.18%
2,790
+1,026
56
$775K 0.18%
4,295
+1,086
57
$751K 0.17%
4,644
+371
58
$735K 0.17%
8,140
-130
59
$725K 0.17%
6,984
60
$713K 0.16%
8,163
61
$708K 0.16%
3,096
+246
62
$664K 0.15%
3,156
63
$628K 0.14%
+11,014
64
$604K 0.14%
3,818
+1,763
65
$597K 0.14%
4,645
-5,140
66
$595K 0.14%
8,016
-1,077
67
$584K 0.13%
5,683
+18
68
$582K 0.13%
1,462
69
$581K 0.13%
793
+53
70
$563K 0.13%
+1,996
71
$556K 0.13%
22,252
-1,740
72
$532K 0.12%
1,907
+1,103
73
$530K 0.12%
+3,484
74
$527K 0.12%
+3,991
75
$521K 0.12%
+2,000
1 2
3
4 5