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
$273M
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$5.68M
3
+$5.16M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.57M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.19M

Top Sells

1
+$1.5M
2
+$971K
3
+$893K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$798K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$771K

Sector Composition

1 Financials 45.24%
2 Technology 2.52%
3 Industrials 0.48%
4 Communication Services 0.41%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,015
102
– –
-3,586
103
– –
-3,705
104
– –
-15,800
1 2 3 4
5