SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
1-Year Return
13.49%
This Quarter Return
+1.06%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$438M
AUM Growth
-$49.1M
(-10%)
Cap. Flow
-$44.8M
Cap. Flow
% of AUM
-10.23%
Top 10 Holdings %
Top 10 Hldgs %
66.54%
Holding
118
New
3
Increased
21
Reduced
37
Closed
6
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$5.41M |
| 2 |
JPMorgan Income ETF
JPIE
|
$3.1M |
| 3 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.17M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$949K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$534K |
Top Sells
Sector Composition
| 1 | Financials | 27.34% |
| 2 | Technology | 3.93% |
| 3 | Industrials | 1.19% |
| 4 | Energy | 0.46% |
| 5 | Consumer Discretionary | 0.31% |
