SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+11.31%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+15%)
Cap. Flow
+$8.07M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
84.63%
Holding
74
New
8
Increased
23
Reduced
25
Closed
7
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.11M |
| 2 |
Federated Hermes
FHI
|
$3.42M |
| 3 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$1.08M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$603K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$526K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.27M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.05M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$559K |
| 4 |
Verizon
VZ
|
$520K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$377K |
Sector Composition
| 1 | Financials | 59.71% |
| 2 | Technology | 0.7% |
| 3 | Consumer Discretionary | 0.41% |
| 4 | Industrials | 0.28% |
| 5 | Communication Services | 0.24% |
