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
$432M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.02M
3
+$3.42M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.04M

Top Sells

1
+$1.99M
2
+$1.05M
3
+$884K
4
RELY icon
Remitly
RELY
+$784K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$666K

Sector Composition

1 Financials 26.35%
2 Technology 3.7%
3 Industrials 0.87%
4 Energy 0.51%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.08%
11,794
+1,650
77
$340K 0.08%
2,183
+424
78
$339K 0.08%
8,928
79
$319K 0.07%
4,218
+31
80
$313K 0.07%
3,468
+763
81
$301K 0.07%
1,837
-2,172
82
$298K 0.07%
6,983
83
$293K 0.07%
+16,018
84
$292K 0.07%
1,958
85
$277K 0.06%
4,500
86
$274K 0.06%
5,133
-87
87
$269K 0.06%
8,064
88
$268K 0.06%
1,616
89
$267K 0.06%
3,999
-1,291
90
$260K 0.06%
2,002
-6
91
$253K 0.06%
1,495
-7
92
$253K 0.06%
10,900
93
$251K 0.06%
5,672
+259
94
$247K 0.06%
2,706
95
$242K 0.06%
4,102
96
$236K 0.05%
3,644
97
$235K 0.05%
10,811
98
$228K 0.05%
1,505
-116
99
$228K 0.05%
283,611
100
$217K 0.05%
3,207
1 2 3
4
5