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
$456M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$9.92M
3
+$9.77M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.8M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$724K
5
COST icon
Costco
COST
+$656K

Sector Composition

1 Financials 36.8%
2 Technology 2.72%
3 Industrials 0.81%
4 Energy 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.08%
+10,160
77
$344K 0.08%
8,443
+150
78
$338K 0.07%
+7,433
79
$338K 0.07%
4,136
-2,251
80
$338K 0.07%
1,093
-2,098
81
$337K 0.07%
1,266
+295
82
$332K 0.07%
728
-1,437
83
$325K 0.07%
1,015
84
$324K 0.07%
16,310
+4,286
85
$322K 0.07%
2,557
-112
86
$316K 0.07%
1,958
-421
87
$315K 0.07%
3,751
-2,316
88
$314K 0.07%
10,144
89
$305K 0.07%
+10,634
90
$304K 0.07%
+8,894
91
$303K 0.07%
3,465
-6
92
$299K 0.07%
1,691
-2,329
93
$297K 0.07%
4,500
94
$289K 0.06%
4,102
-10
95
$278K 0.06%
+3,229
96
$277K 0.06%
1,535
-1,611
97
$253K 0.06%
10,900
98
$247K 0.05%
5,220
-7,722
99
$246K 0.05%
+1,621
100
$239K 0.05%
+1,591
2 3
4
5 6