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
$419M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$758K
3
+$654K
4
PPG icon
PPG Industries
PPG
+$548K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$526K

Top Sells

1
+$4.55M
2
+$4.44M
3
+$1.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$934K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$691K

Sector Composition

1 Financials 32.74%
2 Technology 5.3%
3 Industrials 1.81%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$548K 0.13%
+3,176
77
$547K 0.13%
1,867
78
$544K 0.13%
2,611
-1
79
$504K 0.12%
10,449
-90
80
$500K 0.12%
6,290
+232
81
$476K 0.11%
1,310
82
$467K 0.11%
+14,807
83
$464K 0.11%
4,382
84
$463K 0.11%
5,432
85
$454K 0.11%
2,405
-80
86
$449K 0.11%
2,784
-15
87
$449K 0.11%
2,583
+3
88
$439K 0.1%
3,391
89
$436K 0.1%
6,550
-30
90
$432K 0.1%
2,641
-640
91
$424K 0.1%
3,133
-100
92
$421K 0.1%
2,526
93
$411K 0.1%
10,145
94
$397K 0.09%
1,015
95
$391K 0.09%
+5,250
96
$385K 0.09%
2,351
97
$370K 0.09%
3,166
+268
98
$370K 0.09%
2,156
-15
99
$366K 0.09%
2,171
100
$365K 0.09%
7,755
2 3
4
5 6