SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $887M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$39.5M
2 +$1.65M
3 +$1.01M
4
MSFT icon
Microsoft
MSFT
+$547K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$433K

Top Sells

1 +$2.06M
2 +$996K
3 +$788K
4
ATI icon
ATI
ATI
+$592K
5
QCOM icon
Qualcomm
QCOM
+$532K

Sector Composition

1 Financials 65.23%
2 Technology 1.51%
3 Industrials 0.53%
4 Consumer Discretionary 0.33%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,629
77
-25,000