SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.76M
3
+$3.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.97M

Top Sells

1
+$2.87M
2
+$1.4M
3
+$660K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$614K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$395K

Sector Composition

1 Technology 5.38%
2 Financials 2.81%
3 Industrials 1.31%
4 Healthcare 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.12%
20,666
-1,188
77
$500K 0.12%
3,981
78
$499K 0.12%
8,289
+3,156
79
$496K 0.11%
15,691
80
$496K 0.11%
5,432
81
$494K 0.11%
18,474
-4,266
82
$488K 0.11%
1,099
-30
83
$488K 0.11%
1,160
+107
84
$463K 0.11%
2,536
85
$453K 0.1%
3,828
86
$453K 0.1%
4,500
87
$397K 0.09%
1,015
88
$394K 0.09%
4,020
-267
89
$385K 0.09%
15,242
90
$378K 0.09%
12,117
+323
91
$378K 0.09%
2,160
+906
92
$375K 0.09%
+7,513
93
$372K 0.09%
4,305
+25
94
$360K 0.08%
+5,130
95
$359K 0.08%
8,547
+483
96
$352K 0.08%
+918
97
$343K 0.08%
8,350
98
$321K 0.07%
1,539
99
$320K 0.07%
1,759
+201
100
$313K 0.07%
3,312
+3
2 3
4
5 6