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
$449M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.8M
3
+$3.84M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$3.51M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.48M

Top Sells

1
+$6.3M
2
+$5.95M
3
+$1.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$344K

Sector Composition

1 Technology 5.27%
2 Financials 2.47%
3 Industrials 1.21%
4 Consumer Discretionary 0.52%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.05%
5,284
-493
127
$205K 0.05%
6,135
-200
128
$152K 0.03%
11,389
129
$34.8K 0.01%
+10,310
130
$14.3K ﹤0.01%
12,500
131
$8.9K ﹤0.01%
23,820
132
– –
-1,761
133
– –
-1,903
134
– –
-5,004
135
– –
-3,065
136
– –
-8,364
137
– –
-1,541
138
– –
-10,812
139
– –
-1,315
140
– –
-1,626
141
– –
-630
2 3 4 5
6