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
$487M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.78M
3
+$1.45M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$610K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$503K

Top Sells

1
+$2.82M
2
+$2.13M
3
+$1.71M
4
FHI icon
Federated Hermes
FHI
+$1.49M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M

Sector Composition

1 Financials 38.25%
2 Technology 3.11%
3 Industrials 0.84%
4 Energy 0.42%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.08%
3,647
-800
77
$377K 0.08%
4,055
-81
78
$370K 0.08%
1,015
79
$365K 0.07%
9,240
-920
80
$356K 0.07%
717
-11
81
$344K 0.07%
1,115
+22
82
$344K 0.07%
10,634
83
$343K 0.07%
10,144
84
$329K 0.07%
4,500
85
$317K 0.07%
6,983
-450
86
$317K 0.07%
16,013
-297
87
$312K 0.06%
1,958
88
$297K 0.06%
3,229
89
$292K 0.06%
2,831
-920
90
$288K 0.06%
1,859
+168
91
$286K 0.06%
8,894
92
$278K 0.06%
4,102
93
$274K 0.06%
1,502
-33
94
$269K 0.06%
3,249
-216
95
$268K 0.06%
2,008
-549
96
$264K 0.05%
8,064
97
$257K 0.05%
10,900
98
$257K 0.05%
5,220
99
$255K 0.05%
1,616
+25
100
$247K 0.05%
1,621
1 2 3
4
5