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
$177M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.59M
3
+$982K
4
WSBC icon
WesBanco
WSBC
+$947K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$2.09M
2
+$466K
3
+$455K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$414K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$266K

Sector Composition

1 Financials 57.79%
2 Technology 0.83%
3 Communication Services 0.43%
4 Materials 0.18%
5 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$494K 0.28%
+28,005
27
$487K 0.27%
+6,448
28
$417K 0.24%
3,315
29
$413K 0.23%
+8,444
30
$401K 0.23%
8,377
+659
31
$374K 0.21%
3,697
+1,325
32
$367K 0.21%
13,620
33
$358K 0.2%
3,603
-1,212
34
$343K 0.19%
+2,267
35
$328K 0.19%
+6,800
36
$326K 0.18%
23,334
37
$324K 0.18%
+18,728
38
$320K 0.18%
3,505
+844
39
$300K 0.17%
5,130
-2,028
40
$293K 0.17%
3,580
41
$286K 0.16%
1,693
-12,371
42
$283K 0.16%
+11,213
43
$282K 0.16%
11,362
44
$269K 0.15%
4,320
45
$228K 0.13%
4,172
46
$225K 0.13%
+12,135
47
$211K 0.12%
4,270
-807
48
$209K 0.12%
2,706
49
$207K 0.12%
4,102
50
$204K 0.12%
2,149
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