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
$386M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.28M
3
+$856K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$712K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$462K

Top Sells

1
+$52.7M
2
+$3.73M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$948K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$279K

Sector Composition

1 Financials 32.99%
2 Technology 4.51%
3 Industrials 1.63%
4 Consumer Discretionary 1.26%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.08%
1,261
+13
102
$298K 0.08%
1,733
+8
103
$294K 0.08%
2,836
+16
104
$291K 0.08%
8,095
105
$287K 0.07%
1,477
+23
106
$285K 0.07%
3,343
+43
107
$280K 0.07%
+2,339
108
$277K 0.07%
2,232
+105
109
$275K 0.07%
1,060
+8
110
$269K 0.07%
4,518
+18
111
$267K 0.07%
4,760
-92
112
$266K 0.07%
1,119
+44
113
$261K 0.07%
10,022
-114
114
$261K 0.07%
4,128
115
$260K 0.07%
3,856
116
$258K 0.07%
901
+5
117
$252K 0.07%
693
-16
118
$252K 0.07%
4,503
+310
119
$252K 0.07%
2,028
+15
120
$251K 0.07%
3,350
121
$248K 0.06%
+1,603
122
$245K 0.06%
2,771
+11
123
$240K 0.06%
4,690
+25
124
$239K 0.06%
+11,960
125
$233K 0.06%
9,104
-356
2 3 4
5
6