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
$387M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$969K
3
+$876K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$634K
5
MSFT icon
Microsoft
MSFT
+$575K

Top Sells

1
+$2.65M
2
+$1.1M
3
+$500K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$347K
5
VZ icon
Verizon
VZ
+$252K

Sector Composition

1 Financials 31.49%
2 Technology 4.97%
3 Industrials 1.72%
4 Consumer Discretionary 1.38%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.06%
11,630
-330
127
$239K 0.06%
2,196
-36
128
$237K 0.06%
4,500
-18
129
$237K 0.06%
6,328
130
$232K 0.06%
+671
131
$227K 0.06%
1,515
132
$226K 0.06%
4,366
-324
133
$226K 0.06%
8,844
-260
134
$224K 0.06%
2,760
-11
135
$224K 0.06%
+3,311
136
$214K 0.06%
1,068
-9
137
$211K 0.05%
+4,638
138
$207K 0.05%
359
-10
139
$207K 0.05%
+2,434
140
$206K 0.05%
+761
141
$206K 0.05%
1,901
-111
142
$203K 0.05%
13,260
143
$201K 0.05%
+1,161
144
$201K 0.05%
+1,581
145
$190K 0.05%
16,376
-111
146
$185K 0.05%
11,101
-4,000
147
$183K 0.05%
+12,921
148
– –
-7,000
149
– –
-4,503
150
– –
-1,506
2 3 4 5
6