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
$386M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.28M
3
+$856K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$712K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$462K

Top Sells

1
+$52.7M
2
+$3.73M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$948K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$279K

Sector Composition

1 Financials 32.99%
2 Technology 4.51%
3 Industrials 1.63%
4 Consumer Discretionary 1.26%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.12%
1,310
77
$450K 0.12%
5,690
+158
78
$442K 0.11%
2,008
-35
79
$440K 0.11%
5,432
80
$430K 0.11%
9,156
+135
81
$406K 0.11%
3,240
82
$395K 0.1%
2,559
+24
83
$388K 0.1%
1,064
+3
84
$384K 0.1%
2,326
+423
85
$381K 0.1%
2,578
86
$376K 0.1%
10,145
87
$357K 0.09%
9,119
+151
88
$353K 0.09%
2,619
+15
89
$347K 0.09%
7,000
90
$343K 0.09%
3,043
+37
91
$338K 0.09%
5,930
+94
92
$336K 0.09%
2,171
93
$330K 0.09%
2,949
+22
94
$330K 0.09%
4,898
-247
95
$324K 0.08%
915
96
$321K 0.08%
2,675
97
$319K 0.08%
1,427
+7
98
$315K 0.08%
15,101
99
$314K 0.08%
6,590
+80
100
$310K 0.08%
8,205
+30
2 3
4
5 6