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
$409M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.85M
3
+$1.79M
4
MATW icon
Matthews International
MATW
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M

Top Sells

1
+$4.02M
2
+$451K
3
+$237K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$214K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$140K

Sector Composition

1 Financials 39.86%
2 Technology 3.77%
3 Industrials 1.5%
4 Consumer Discretionary 1.1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.1%
5,432
77
$420K 0.1%
5,532
+132
78
$418K 0.1%
2,784
-228
79
$408K 0.1%
9,021
+1,779
80
$360K 0.09%
10,145
81
$353K 0.09%
2,604
+859
82
$347K 0.08%
+7,000
83
$342K 0.08%
+2,578
84
$340K 0.08%
5,145
+2,173
85
$337K 0.08%
+2,535
86
$335K 0.08%
+3,240
87
$325K 0.08%
3,006
+581
88
$325K 0.08%
1,061
+46
89
$325K 0.08%
+8,968
90
$320K 0.08%
+2,927
91
$319K 0.08%
2,171
92
$318K 0.08%
15,101
-137
93
$316K 0.08%
5,836
+1,056
94
$315K 0.08%
+1,420
95
$311K 0.08%
+1,248
96
$311K 0.08%
4,852
-590
97
$302K 0.07%
+6,510
98
$292K 0.07%
915
99
$281K 0.07%
+2,675
100
$279K 0.07%
4,500
-78
2 3
4
5 6