SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.76M
3
+$3.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.97M

Top Sells

1
+$2.87M
2
+$1.4M
3
+$660K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$614K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$395K

Sector Composition

1 Technology 5.38%
2 Financials 2.81%
3 Industrials 1.31%
4 Healthcare 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.07%
+1,918
102
$308K 0.07%
1,614
+68
103
$302K 0.07%
11,306
-7,849
104
$289K 0.07%
3,678
-321
105
$286K 0.07%
1,156
106
$283K 0.07%
+4,910
107
$277K 0.06%
3,644
108
$269K 0.06%
4,102
109
$269K 0.06%
+2,761
110
$265K 0.06%
+1,626
111
$262K 0.06%
+4,100
112
$261K 0.06%
1,616
113
$261K 0.06%
1,105
114
$257K 0.06%
+530
115
$257K 0.06%
11,179
-71
116
$254K 0.06%
2,302
+137
117
$250K 0.06%
5,777
+381
118
$243K 0.06%
4,000
119
$237K 0.05%
305
-119
120
$235K 0.05%
6,335
+200
121
$234K 0.05%
3,207
122
$234K 0.05%
1,218
-103
123
$233K 0.05%
+1,903
124
$232K 0.05%
+8,364
125
$224K 0.05%
3,919
2 3 4
5
6