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
$386M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.28M
3
+$856K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$712K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$462K

Top Sells

1
+$52.7M
2
+$3.73M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$948K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$279K

Sector Composition

1 Financials 32.99%
2 Technology 4.51%
3 Industrials 1.63%
4 Consumer Discretionary 1.26%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.06%
6,328
127
$230K 0.06%
+1,004
128
$228K 0.06%
1,515
129
$226K 0.06%
5,480
+154
130
$225K 0.06%
1,603
-91
131
$216K 0.06%
+369
132
$215K 0.06%
2,012
-40
133
$214K 0.06%
1,077
+2
134
$208K 0.05%
13,260
135
$207K 0.05%
+2,018
136
$207K 0.05%
+3,283
137
$204K 0.05%
1,506
138
$203K 0.05%
+16,487
139
– –
-3,296
140
– –
-1,101
141
– –
-4,666
142
– –
-1,754
143
– –
-493
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