SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $669M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.76M
3
+$3.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.97M

Top Sells

1
+$2.87M
2
+$1.4M
3
+$660K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$614K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$395K

Sector Composition

1 Technology 5.38%
2 Financials 2.81%
3 Industrials 1.31%
4 Healthcare 0.72%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$223K 0.05%
1,541
-461
127
$222K 0.05%
+3,065
128
$216K 0.05%
2,310
129
$208K 0.05%
+5,004
130
$205K 0.05%
+1,315
131
$200K 0.05%
+1,761
132
$190K 0.04%
10,812
+380
133
$159K 0.04%
11,389
+13
134
$25.5K 0.01%
12,500
135
$10.4K ﹤0.01%
23,820
136
$3.7K ﹤0.01%
+630
137
– –
-2,167
138
– –
-18,446
139
– –
-23,899
140
– –
-8,303
141
– –
-2,706
142
– –
-2,720
143
– –
-12,618
2 3 4 5
6