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
$341M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$711K
3
+$527K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$519K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$505K

Top Sells

1
+$3.45M
2
+$1.64M
3
+$1.19M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$844K
5
MSFT icon
Microsoft
MSFT
+$707K

Sector Composition

1 Financials 33.26%
2 Technology 4.31%
3 Industrials 1.4%
4 Healthcare 1.22%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.12%
2,438
-175
77
$390K 0.11%
6,387
-2,059
78
$383K 0.11%
1,387
-1,176
79
$367K 0.11%
2,541
-531
80
$364K 0.11%
10,144
81
$361K 0.11%
6,430
+111
82
$358K 0.1%
1,839
-739
83
$355K 0.1%
15,126
+1,680
84
$342K 0.1%
5,432
85
$319K 0.09%
2,379
-569
86
$317K 0.09%
2,342
87
$310K 0.09%
4,989
-1,112
88
$309K 0.09%
6,600
89
$307K 0.09%
2,586
90
$300K 0.09%
2,380
-207
91
$298K 0.09%
633
-3
92
$295K 0.09%
2,669
-297
93
$292K 0.09%
2,153
-4
94
$284K 0.08%
1,015
95
$282K 0.08%
2,986
-747
96
$272K 0.08%
6,130
-60
97
$272K 0.08%
3,224
+48
98
$270K 0.08%
699
99
$269K 0.08%
4,112
-14
100
$261K 0.08%
2,836
+131
2 3
4
5 6