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
$449M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.8M
3
+$3.84M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.51M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.48M

Top Sells

1
+$6.3M
2
+$5.95M
3
+$1.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$344K

Sector Composition

1 Technology 5.27%
2 Financials 2.47%
3 Industrials 1.21%
4 Consumer Discretionary 0.52%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.23%
17,979
-194
52
$1.02M 0.23%
9,891
-58
53
$976K 0.22%
10,400
54
$915K 0.2%
7,409
-731
55
$896K 0.2%
73,928
-800
56
$869K 0.19%
2,781
-9
57
$773K 0.17%
4,001
-294
58
$714K 0.16%
6,984
59
$686K 0.15%
8,163
60
$659K 0.15%
775
-18
61
$639K 0.14%
3,484
62
$634K 0.14%
3,124
-32
63
$623K 0.14%
4,010
-634
64
$613K 0.14%
26,878
-260,872
65
$574K 0.13%
4,645
66
$572K 0.13%
1,462
67
$566K 0.13%
4,005
+24
68
$564K 0.13%
8,329
+40
69
$563K 0.13%
2,583
-513
70
$540K 0.12%
1,128
+29
71
$538K 0.12%
7,154
+2,024
72
$535K 0.12%
+2,037
73
$516K 0.11%
10,721
-293
74
$506K 0.11%
20,666
75
$500K 0.11%
2,000
1 2
3
4 5