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
$151M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$872K
3
+$735K
4
FHI icon
Federated Hermes
FHI
+$590K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$397K

Top Sells

1
+$947K
2
+$482K
3
+$413K
4
ECVT icon
Ecovyst
ECVT
+$326K
5
AAPL icon
Apple
AAPL
+$305K

Sector Composition

1 Financials 47.58%
2 Technology 0.89%
3 Communication Services 0.54%
4 Utilities 0.17%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$441K 0.29%
8,773
+396
27
$419K 0.28%
22,800
+4,072
28
$418K 0.28%
7,967
+2,837
29
$397K 0.26%
+10,195
30
$393K 0.26%
3,315
31
$372K 0.25%
15,341
+1,721
32
$358K 0.24%
3,630
+125
33
$352K 0.23%
+4,221
34
$341K 0.23%
3,349
-254
35
$340K 0.23%
3,348
-349
36
$339K 0.23%
+6,396
37
$330K 0.22%
4,049
-2,399
38
$327K 0.22%
2,421
+154
39
$295K 0.2%
6,800
40
$290K 0.19%
3,580
41
$287K 0.19%
11,254
+41
42
$270K 0.18%
1,470
-223
43
$260K 0.17%
11,362
44
$245K 0.16%
4,320
45
$245K 0.16%
13,411
+1,276
46
$239K 0.16%
+5,041
47
$234K 0.16%
4,172
48
$231K 0.15%
+1,901
49
$219K 0.15%
2,706
50
$213K 0.14%
4,102
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