SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
1-Year Est. Return
13.49%
1 Year Est. Return
+13.49%
AUM
$669M
AUM Growth
+$117M
(+21%)
Holding
154
Top Buys
| 1 | +$21.5M | |
| 2 | +$8.45M | |
| 3 | +$4.39M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.38M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$4.15M |
Top Sells
| 1 | +$4.63M | |
| 2 | +$1.29M | |
| 3 | +$1.27M | |
| 4 |
Howmet Aerospace
HWM
|
+$565K |
| 5 |
iShares US Energy ETF
IYE
|
+$540K |
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Financials | 2.78% |
| 3 | Industrials | 0.75% |
| 4 | Communication Services | 0.63% |
| 5 | Consumer Discretionary | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cheniere Energy
LNG
$48.4B
| – | – |
-1,591
|
|
||
152
Mastercard
MA
$497B
| – | – |
-387
|
|
||
153
AT&T
T
$187B
| – | – |
-9,641
|
|
||
|
X
154
DELISTED
US Steel
X
| – | – |
-6,961
|
|