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
$409M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.85M
3
+$1.79M
4
MATW icon
Matthews International
MATW
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M

Top Sells

1
+$4.02M
2
+$451K
3
+$237K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$214K
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.07%
+1,454
102
$277K 0.07%
8,095
-2,233
103
$276K 0.07%
+8,175
104
$271K 0.07%
3,296
105
$269K 0.07%
+1,903
106
$268K 0.07%
+1,725
107
$264K 0.06%
+1,754
108
$264K 0.06%
4,128
+9
109
$263K 0.06%
10,136
+305
110
$256K 0.06%
+1,052
111
$255K 0.06%
+2,127
112
$255K 0.06%
+3,300
113
$252K 0.06%
3,856
114
$246K 0.06%
+2,760
115
$244K 0.06%
+2,052
116
$244K 0.06%
+4,193
117
$243K 0.06%
9,460
118
$241K 0.06%
3,350
119
$239K 0.06%
+4,666
120
$238K 0.06%
2,013
-509
121
$238K 0.06%
+896
122
$236K 0.06%
+1,101
123
$236K 0.06%
+2,820
124
$229K 0.06%
+709
125
$221K 0.05%
4,665
-190
2 3 4
5
6