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
$385M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.78M
3
+$3.77M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.26M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M

Top Sells

1
+$105M
2
+$1.89M
3
+$1.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$771K
5
RELY icon
Remitly
RELY
+$687K

Sector Composition

1 Technology 4.69%
2 Financials 2.84%
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