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
$419M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$758K
3
+$654K
4
PPG icon
PPG Industries
PPG
+$548K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$526K

Top Sells

1
+$4.55M
2
+$4.44M
3
+$1.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$934K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$691K

Sector Composition

1 Financials 32.74%
2 Technology 5.3%
3 Industrials 1.81%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.07%
+1,001
127
$265K 0.06%
4,500
128
$264K 0.06%
12,721
-200
129
$264K 0.06%
2,731
-29
130
$263K 0.06%
1,068
131
$262K 0.06%
1,804
-105
132
$252K 0.06%
2,207
+11
133
$251K 0.06%
5,647
-2,422
134
$250K 0.06%
704
+33
135
$247K 0.06%
1,515
136
$247K 0.06%
6,328
137
$242K 0.06%
+4,656
138
$236K 0.06%
2,284
-150
139
$235K 0.06%
19,376
+3,000
140
$235K 0.06%
4,757
-100
141
$230K 0.05%
+654
142
$225K 0.05%
+1,598
143
$224K 0.05%
1,161
144
$223K 0.05%
+951
145
$219K 0.05%
+2,784
146
$214K 0.05%
2,963
-348
147
$209K 0.05%
+5,556
148
$208K 0.05%
+1,876
149
$205K 0.05%
+1,770
150
$201K 0.05%
4,238
-400
3 4 5
6
7