SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $887M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$10.1M
3
+$9.44M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.48M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.79M

Top Sells

1
+$1.93M
2
+$1.7M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$797K
5
COST icon
Costco
COST
+$702K

Sector Composition

1 Financials 36.92%
2 Technology 2.6%
3 Industrials 0.81%
4 Energy 0.45%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,839
152
– –
-2,558
153
– –
-10,044
154
– –
-10,986
155
– –
-1,385
156
– –
-16,000
157
– –
-10,238
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