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
$409M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.85M
3
+$1.79M
4
MATW icon
Matthews International
MATW
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M

Top Sells

1
+$4.02M
2
+$451K
3
+$237K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$214K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$140K

Sector Composition

1 Financials 39.86%
2 Technology 3.77%
3 Industrials 1.5%
4 Consumer Discretionary 1.1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.05%
+1,694
127
$215K 0.05%
1,075
-156
128
$215K 0.05%
+1,515
129
$215K 0.05%
+6,328
130
$206K 0.05%
+5,326
131
$205K 0.05%
+493
132
$204K 0.05%
1,506
133
$203K 0.05%
+1,075
134
$193K 0.05%
13,260
135
– –
-2,165
136
– –
-7,595
2 3 4 5
6