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
$438M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.1M
3
+$1.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$949K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$534K

Top Sells

1
+$47.4M
2
+$2.73M
3
+$1.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$936K
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$789K

Sector Composition

1 Financials 27.34%
2 Technology 3.93%
3 Industrials 1.19%
4 Energy 0.46%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.08%
10,144
77
$369K 0.08%
2,831
78
$366K 0.08%
5,290
-4,181
79
$364K 0.08%
1,068
-47
80
$360K 0.08%
2,859
-150
81
$353K 0.08%
8,928
-312
82
$350K 0.08%
4,187
-546
83
$349K 0.08%
18,345
+5,000
84
$320K 0.07%
10,634
85
$313K 0.07%
3,229
86
$311K 0.07%
6,983
87
$300K 0.07%
8,894
88
$298K 0.07%
2,008
89
$291K 0.07%
1,759
-100
90
$278K 0.06%
1,502
91
$273K 0.06%
5,220
92
$268K 0.06%
4,102
93
$264K 0.06%
1,958
94
$263K 0.06%
8,064
95
$256K 0.06%
1,621
96
$254K 0.06%
10,900
97
$252K 0.06%
4,500
98
$251K 0.06%
3,644
99
$246K 0.06%
1,616
100
$246K 0.06%
10,811
+702
1 2 3
4
5