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
$419M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$758K
3
+$654K
4
PPG icon
PPG Industries
PPG
+$548K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$526K

Top Sells

1
+$4.55M
2
+$4.44M
3
+$1.99M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$934K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$691K

Sector Composition

1 Financials 32.74%
2 Technology 5.3%
3 Industrials 1.81%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$199K 0.05%
13,260
152
$177K 0.04%
11,101
153
$161K 0.04%
+10,000
154
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-359
155
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-761
156
– –
-1,901
157
– –
-48,497
158
– –
-2,018
159
– –
-8,844
160
– –
-1,581
3 4 5 6
7