SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$843M
1-Year Est. Return
16.03%
1 Year Est. Return
+16.03%
AUM
$843M
AUM Growth
+$174M
(+26%)
Holding
153
Top Buys
| 1 | +$134M | |
| 2 | +$9.81M | |
| 3 | +$3.27M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$3.12M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.99M |
Top Sells
| 1 | +$6.04M | |
| 2 | +$5.95M | |
| 3 | +$3.76M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$2.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.72M |
Sector Composition
| 1 | Financials | 18.41% |
| 2 | Technology | 2.71% |
| 3 | Communication Services | 0.59% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Industrials | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
151
DELISTED
Ansys
ANSS
| – | – |
-4,707
|
|
||
152
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.76B
| – | – |
-3,207
|
|
||
153
Liberty Broadband Class C
LBRDK
$6.77B
| – | – |
-2,697
|
|