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
$387M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$969K
3
+$876K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$634K
5
MSFT icon
Microsoft
MSFT
+$575K

Top Sells

1
+$2.65M
2
+$1.1M
3
+$500K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$347K
5
VZ icon
Verizon
VZ
+$252K

Sector Composition

1 Financials 31.49%
2 Technology 4.97%
3 Industrials 1.72%
4 Consumer Discretionary 1.38%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$326K 0.08%
904
+211
102
$321K 0.08%
4,870
-28
103
$320K 0.08%
2,898
-51
104
$319K 0.08%
6,580
-10
105
$316K 0.08%
7,755
-450
106
$309K 0.08%
1,909
+306
107
$304K 0.08%
5,172
+1,889
108
$300K 0.08%
8,146
+51
109
$296K 0.08%
1,460
-17
110
$295K 0.08%
1,759
+26
111
$293K 0.08%
1,420
-7
112
$290K 0.07%
1,944
+341
113
$280K 0.07%
10,790
+768
114
$277K 0.07%
1,052
-8
115
$273K 0.07%
1,284
+23
116
$272K 0.07%
2,171
-168
117
$272K 0.07%
+639
118
$264K 0.07%
897
-4
119
$264K 0.07%
4,137
+9
120
$263K 0.07%
976
-143
121
$261K 0.07%
+1,105
122
$255K 0.07%
3,856
123
$253K 0.07%
2,018
-10
124
$249K 0.06%
3,350
125
$243K 0.06%
+4,857
2 3 4
5
6