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
$487M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.78M
3
+$1.45M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$610K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$503K

Top Sells

1
+$2.82M
2
+$2.13M
3
+$1.71M
4
FHI icon
Federated Hermes
FHI
+$1.49M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.46M

Sector Composition

1 Financials 38.25%
2 Technology 3.11%
3 Industrials 0.84%
4 Energy 0.42%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.05%
3,644
102
$236K 0.05%
4,500
103
$236K 0.05%
2,453
-29,363
104
$233K 0.05%
10,109
105
$221K 0.05%
2,706
106
$215K 0.04%
+1,105
107
$215K 0.04%
3,207
108
$205K 0.04%
+5,413
109
$204K 0.04%
+5,247
110
$200K 0.04%
2,599
-85
111
$161K 0.03%
13,345
112
$143K 0.03%
13,260
113
$124K 0.03%
10,000
114
$103K 0.02%
23,900
115
– –
0
116
– –
-10,615
117
– –
-7,746
1 2 3 4
5