SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
1-Year Return
13.49%
This Quarter Return
+5.52%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$409M
AUM Growth
+$50M
(+14%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
7.5%
Top 10 Holdings %
Top 10 Hldgs %
73.03%
Holding
136
New
42
Increased
51
Reduced
18
Closed
2
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$4.53M |
| 2 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.85M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.79M |
| 4 |
Matthews International
MATW
|
$1.21M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.01M |
Top Sells
| 1 |
Federated Hermes
FHI
|
$4.02M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$451K |
| 3 |
Abbott
ABT
|
$237K |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$214K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$140K |
Sector Composition
| 1 | Financials | 39.86% |
| 2 | Technology | 3.77% |
| 3 | Industrials | 1.5% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Healthcare | 0.96% |
