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
$419M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$758K
3
+$654K
4
PPG icon
PPG Industries
PPG
+$548K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$526K

Top Sells

1
+$4.55M
2
+$4.44M
3
+$1.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$934K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$691K

Sector Composition

1 Financials 32.74%
2 Technology 5.3%
3 Industrials 1.81%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$363K 0.09%
4,782
-88
102
$358K 0.09%
1,385
-75
103
$357K 0.09%
1,291
-185
104
$353K 0.08%
911
+7
105
$350K 0.08%
1,420
106
$341K 0.08%
3,963
-49
107
$334K 0.08%
11,340
-290
108
$332K 0.08%
5,712
+1,346
109
$324K 0.08%
1,944
110
$323K 0.08%
12,604
+1,814
111
$319K 0.08%
8,095
-51
112
$313K 0.07%
4,198
+848
113
$310K 0.07%
2,589
-86
114
$309K 0.07%
1,759
115
$309K 0.07%
887
-10
116
$306K 0.07%
5,943
-809
117
$296K 0.07%
4,136
-1
118
$291K 0.07%
5,781
-129
119
$286K 0.07%
605
-34
120
$285K 0.07%
976
121
$283K 0.07%
4,625
-547
122
$281K 0.07%
1,105
123
$279K 0.07%
1,042
-10
124
$274K 0.07%
1,220
-64
125
$274K 0.07%
3,856
3 4
5
6 7