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
$449M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.8M
3
+$3.84M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.51M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.48M

Top Sells

1
+$6.3M
2
+$5.95M
3
+$1.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$344K

Sector Composition

1 Technology 5.27%
2 Financials 2.47%
3 Industrials 1.21%
4 Consumer Discretionary 0.52%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$486K 0.11%
1,907
-89
77
$483K 0.11%
14,249
-1,442
78
$479K 0.11%
5,432
79
$478K 0.11%
3,272
-546
80
$474K 0.11%
4,500
81
$472K 0.11%
18,474
82
$464K 0.1%
1,768
-139
83
$463K 0.1%
2,536
84
$455K 0.1%
4,681
-1,002
85
$455K 0.1%
6,257
-1,759
86
$448K 0.1%
17,306
+6,000
87
$436K 0.1%
3,522
-469
88
$434K 0.1%
3,828
89
$433K 0.1%
4,745
+1,433
90
$428K 0.1%
283,611
91
$423K 0.09%
15,894
-6,358
92
$422K 0.09%
15,380
+3,263
93
$400K 0.09%
1,769
+230
94
$397K 0.09%
976
-184
95
$379K 0.08%
15,242
96
$356K 0.08%
8,350
97
$336K 0.07%
3,463
-557
98
$334K 0.07%
2,027
-133
99
$325K 0.07%
8,547
100
$306K 0.07%
1,156
2 3
4
5 6