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
$532M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.97M
3
+$4.92M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.73M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.73M

Top Sells

1
+$1.11M
2
+$471K
3
+$363K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$316K
5
WELL icon
Welltower
WELL
+$296K

Sector Composition

1 Technology 4.65%
2 Financials 3.27%
3 Industrials 1.05%
4 Communication Services 0.8%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.24%
5,893
-134
52
$1.24M 0.23%
48,002
-2,182
53
$1.19M 0.22%
14,731
+4,074
54
$1.16M 0.22%
13,053
+53
55
$1.15M 0.22%
6,010
56
$1.08M 0.2%
43,899
-12,795
57
$1.04M 0.19%
7,709
58
$980K 0.18%
3,101
59
$941K 0.18%
4,941
60
$923K 0.17%
8,939
-1,461
61
$876K 0.16%
11,509
+1,057
62
$828K 0.16%
11,185
+1,500
63
$782K 0.15%
7,516
-2,375
64
$752K 0.14%
1,284
65
$713K 0.13%
2,735
-37
66
$699K 0.13%
7,737
-396
67
$693K 0.13%
756
-19
68
$690K 0.13%
7,939
-224
69
$681K 0.13%
3,084
-40
70
$679K 0.13%
29,882
+19,179
71
$676K 0.13%
6,984
72
$666K 0.13%
4,500
73
$622K 0.12%
1,462
74
$614K 0.12%
3,686
75
$611K 0.11%
1,195
+67
1 2
3
4 5