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
$449M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.8M
3
+$3.84M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.51M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.48M

Top Sells

1
+$6.3M
2
+$5.95M
3
+$1.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$344K

Sector Composition

1 Technology 5.27%
2 Financials 2.47%
3 Industrials 1.21%
4 Consumer Discretionary 0.52%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.07%
1,015
102
$287K 0.06%
834
-84
103
$283K 0.06%
1,713
-205
104
$282K 0.06%
3,678
105
$280K 0.06%
4,102
106
$279K 0.06%
1,614
107
$278K 0.06%
1,591
-25
108
$271K 0.06%
5,708
-1,805
109
$266K 0.06%
3,644
110
$265K 0.06%
2,638
-123
111
$264K 0.06%
3,726
-374
112
$263K 0.06%
1,533
-226
113
$259K 0.06%
2,302
114
$254K 0.06%
11,179
115
$254K 0.06%
1,105
116
$251K 0.06%
4,000
117
$241K 0.05%
2,310
118
$231K 0.05%
3,207
119
$224K 0.05%
3,919
120
$222K 0.05%
1,218
121
$219K 0.05%
434
-96
122
$218K 0.05%
241
-64
123
$217K 0.05%
3,626
-1,284
124
$215K 0.05%
+1,686
125
$207K 0.05%
+829
2 3 4
5
6