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
$532M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.97M
3
+$4.92M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.73M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.73M

Top Sells

1
+$1.11M
2
+$471K
3
+$363K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$316K
5
WELL icon
Welltower
WELL
+$296K

Sector Composition

1 Technology 4.65%
2 Financials 3.27%
3 Industrials 1.05%
4 Communication Services 0.8%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$387K 0.07%
7,149
-1,179
102
$355K 0.07%
1,614
103
$347K 0.07%
3,493
-67
104
$342K 0.06%
1,591
105
$336K 0.06%
5,680
106
$331K 0.06%
7,924
-426
107
$324K 0.06%
834
-35
108
$318K 0.06%
8,200
109
$309K 0.06%
3,189
-76
110
$308K 0.06%
2,026
111
$305K 0.06%
2,638
112
$280K 0.05%
1,105
113
$280K 0.05%
11,000
114
$273K 0.05%
3,356
115
$272K 0.05%
3,395
-249
116
$270K 0.05%
33
117
$265K 0.05%
1,494
118
$265K 0.05%
3,697
119
$260K 0.05%
3,379
-247
120
$258K 0.05%
1,540
-172
121
$254K 0.05%
2,165
-146
122
$250K 0.05%
+7,361
123
$250K 0.05%
3,207
124
$244K 0.05%
5,138
125
$231K 0.04%
3,920
+1
2 3 4
5
6