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
$358M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.19M
3
+$2.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$924K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$747K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$621K

Sector Composition

1 Financials 32.25%
2 Technology 4.82%
3 Industrials 1.64%
4 Healthcare 1.46%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.13%
2,948
-204
77
$450K 0.13%
1,462
+152
78
$434K 0.12%
+4,879
79
$419K 0.12%
4,526
+2,500
80
$403K 0.11%
1,952
-68
81
$398K 0.11%
4,649
-213
82
$397K 0.11%
6,319
+29
83
$388K 0.11%
10,144
-1
84
$372K 0.1%
2,587
+246
85
$352K 0.1%
3,733
-301
86
$348K 0.1%
2,157
-552
87
$346K 0.1%
5,432
88
$341K 0.1%
6,101
+999
89
$339K 0.09%
2,966
+26
90
$336K 0.09%
2,342
+51
91
$329K 0.09%
2,586
92
$325K 0.09%
3,422
+29
93
$324K 0.09%
2,804
+20
94
$324K 0.09%
13,446
-380
95
$306K 0.09%
1,256
-24
96
$304K 0.09%
636
-5
97
$301K 0.08%
6,190
98
$301K 0.08%
699
+150
99
$296K 0.08%
3,081
-66
100
$289K 0.08%
4,126
-5
2 3
4
5 6