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
$432M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.02M
3
+$3.42M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.04M

Top Sells

1
+$1.99M
2
+$1.05M
3
+$884K
4
RELY icon
Remitly
RELY
+$784K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$666K

Sector Composition

1 Financials 26.35%
2 Technology 3.7%
3 Industrials 0.87%
4 Energy 0.51%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.05%
1,105
102
$209K 0.05%
14,313
+1,828
103
$204K 0.05%
+4,000
104
$202K 0.05%
2,165
-1,064
105
$200K 0.05%
6,042
-2,852
106
$147K 0.03%
18,446
+9,963
107
$127K 0.03%
13,260
108
$71.3K 0.02%
23,900
109
– –
-6,135
110
– –
-10,000
111
– –
-46,702
112
– –
-19,170
113
– –
-1,216
1 2 3 4
5