SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $887M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.61M
3
+$3.54M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M

Top Sells

1
+$101M
2
+$1.77M
3
+$1.22M
4
RELY icon
Remitly
RELY
+$793K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$720K

Sector Composition

1 Technology 4.46%
2 Financials 3.07%
3 Industrials 1.25%
4 Energy 0.5%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,116
127
– –
-6,042
2 3 4 5
6