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
$359M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$1.64M
3
+$1.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$946K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$421K

Top Sells

1
+$22.2M
2
+$890K
3
+$777K
4
AAPL icon
Apple
AAPL
+$703K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$531K

Sector Composition

1 Financials 42.14%
2 Technology 3.33%
3 Industrials 0.56%
4 Consumer Discretionary 0.53%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,316
102
– –
-3,123
103
– –
-8,514
104
– –
-7,300
105
– –
-1,700
106
– –
-859
107
– –
-5,715
1 2 3 4
5