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
$456M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$9.92M
3
+$9.77M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.8M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$724K
5
COST icon
Costco
COST
+$656K

Sector Composition

1 Financials 36.8%
2 Technology 2.72%
3 Industrials 0.81%
4 Energy 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
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