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
$385M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.78M
3
+$3.77M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.26M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M

Top Sells

1
+$105M
2
+$1.89M
3
+$1.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$771K
5
RELY icon
Remitly
RELY
+$687K

Sector Composition

1 Technology 4.69%
2 Financials 2.84%
3 Industrials 1.25%
4 Energy 0.5%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.11%
3,981
-106
77
$410K 0.11%
+8,270
78
$395K 0.1%
+8,303
79
$378K 0.1%
4,280
+62
80
$375K 0.1%
1,053
81
$373K 0.1%
4,500
82
$371K 0.1%
11,794
83
$366K 0.1%
+15,242
84
$341K 0.09%
+2,005
85
$336K 0.09%
8,350
-578
86
$324K 0.08%
8,064
87
$322K 0.08%
2,055
-128
88
$299K 0.08%
2,002
89
$296K 0.08%
1,539
-298
90
$290K 0.08%
3,999
91
$277K 0.07%
3,309
-159
92
$276K 0.07%
1,616
93
$270K 0.07%
5,133
94
$267K 0.07%
3,644
95
$262K 0.07%
11,250
+439
96
$260K 0.07%
4,102
97
$258K 0.07%
+1,156
98
$253K 0.07%
+1,546
99
$247K 0.06%
+424
100
$244K 0.06%
4,000
2 3
4
5 6