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
$358M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.19M
3
+$2.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$924K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$747K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$621K

Sector Composition

1 Financials 32.25%
2 Technology 4.82%
3 Industrials 1.64%
4 Healthcare 1.46%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.08%
2,705
+5
102
$278K 0.08%
6,600
-1,065
103
$277K 0.08%
1,015
104
$272K 0.08%
971
+30
105
$265K 0.07%
4,500
-829
106
$264K 0.07%
1,902
-704
107
$264K 0.07%
7,057
+157
108
$258K 0.07%
1,312
109
$257K 0.07%
1,758
+7
110
$257K 0.07%
2,512
-70
111
$256K 0.07%
10,900
112
$254K 0.07%
1,128
+221
113
$253K 0.07%
779
-30
114
$248K 0.07%
+3,471
115
$247K 0.07%
4,500
116
$245K 0.07%
1,345
117
$243K 0.07%
3,176
+18
118
$241K 0.07%
+12,663
119
$237K 0.07%
10,900
120
$237K 0.07%
1,357
+2
121
$234K 0.07%
+2,794
122
$234K 0.07%
+1,002
123
$230K 0.06%
5,863
+82
124
$230K 0.06%
3,806
125
$227K 0.06%
2,731
3 4
5
6 7