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
$298M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$3.15M
3
+$2.76M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$597K

Top Sells

1
+$8.14M
2
+$994K
3
+$769K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$743K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$440K

Sector Composition

1 Financials 43.63%
2 Technology 3.85%
3 Healthcare 0.74%
4 Consumer Discretionary 0.63%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,627
102
– –
-5,486
103
– –
-8,952
1 2 3 4
5