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
$322M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$39M
2 +$1.65M
3 +$1.06M
4
MSFT icon
Microsoft
MSFT
+$553K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$439K

Top Sells

1 +$2.07M
2 +$997K
3 +$784K
4
ATI icon
ATI
ATI
+$567K
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
-3,630
77
-1,637