SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+3.79%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+4.9%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
83.07%
Holding
60
New
7
Increased
22
Reduced
13
Closed
4
Top Buys
| 1 |
WesBanco
WSBC
|
$1.01M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$580K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$502K |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
$385K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$366K |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.2M |
| 2 |
Federated Hermes
FHI
|
$971K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$418K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$295K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$290K |
Sector Composition
| 1 | Financials | 46.94% |
| 2 | Technology | 1.28% |
| 3 | Communication Services | 0.72% |
| 4 | Utilities | 0.17% |
| 5 | Consumer Staples | 0.17% |
