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
$358M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.19M
3
+$2.55M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.38M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$924K

Top Sells

1
+$1.98M
2
+$1.78M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$747K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$621K

Sector Composition

1 Financials 32.25%
2 Technology 4.82%
3 Industrials 1.64%
4 Healthcare 1.46%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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154
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155
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156
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157
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-1,105
158
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-4,879
159
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-2,235
3 4 5 6
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