SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+6.16%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$434M
AUM Growth
+$434M
(+13%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
59.45%
Holding
143
New
22
Increased
49
Reduced
32
Closed
7
Top Buys
| 1 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$4.31M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.76M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$3.37M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$2.65M |
| 5 |
Apple
AAPL
|
$1.97M |
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.87M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.4M |
| 3 |
Raymond James Financial
RJF
|
$660K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$614K |
| 5 |
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% |
