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
$387M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$969K
3
+$876K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$634K
5
MSFT icon
Microsoft
MSFT
+$575K

Top Sells

1
+$2.65M
2
+$1.1M
3
+$500K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$347K
5
VZ icon
Verizon
VZ
+$252K

Sector Composition

1 Financials 31.49%
2 Technology 4.97%
3 Industrials 1.72%
4 Consumer Discretionary 1.38%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$544K 0.14%
2,780
+242
77
$506K 0.13%
2,580
+572
78
$490K 0.13%
10,539
+1,383
79
$487K 0.13%
11,331
+2,212
80
$483K 0.12%
2,799
+15
81
$475K 0.12%
6,058
+368
82
$459K 0.12%
3,281
+662
83
$443K 0.11%
1,310
84
$430K 0.11%
5,432
85
$429K 0.11%
4,382
+2,364
86
$411K 0.11%
1,015
-49
87
$394K 0.1%
2,351
+25
88
$385K 0.1%
2,580
+2
89
$384K 0.1%
3,391
+555
90
$379K 0.1%
10,145
91
$367K 0.09%
2,526
-33
92
$360K 0.09%
6,752
+1,992
93
$349K 0.09%
3,233
+190
94
$345K 0.09%
4,012
+669
95
$343K 0.09%
8,069
+2,589
96
$341K 0.09%
1,476
+472
97
$333K 0.09%
2,171
98
$331K 0.09%
5,910
-20
99
$331K 0.09%
2,675
100
$330K 0.09%
+48,497
2 3
4
5 6