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
$392M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.04M
3
+$1.47M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.2M
5
FHI icon
Federated Hermes
FHI
+$1.07M

Top Sells

1
+$3.57M
2
+$2M
3
+$1.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$887K
5
STBA icon
S&T Bancorp
STBA
+$467K

Sector Composition

1 Financials 31.99%
2 Technology 5.35%
3 Industrials 1.66%
4 Consumer Discretionary 1.3%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.54%
37,449
+1,767
27
$2.07M 0.53%
4,587
+259
28
$1.98M 0.5%
59,445
29
$1.93M 0.49%
81,468
-972
30
$1.84M 0.47%
34,727
+585
31
$1.82M 0.47%
59,870
-37
32
$1.54M 0.39%
4,842
33
$1.42M 0.36%
10,240
-2,400
34
$1.33M 0.34%
31,672
-1,435
35
$1.29M 0.33%
2,243
-30
36
$1.2M 0.31%
7,380
+1,200
37
$1.18M 0.3%
7,581
+96
38
$1.14M 0.29%
3,219
-2,988
39
$1.13M 0.29%
6,260
+58
40
$1.09M 0.28%
33,768
41
$981K 0.25%
13,331
42
$971K 0.25%
2,717
+68
43
$911K 0.23%
36,048
-6,636
44
$899K 0.23%
10,379
45
$898K 0.23%
1,760
-118
46
$884K 0.23%
27,550
47
$867K 0.22%
2,898
-133
48
$866K 0.22%
3,903
+111
49
$857K 0.22%
8,900
50
$828K 0.21%
6,075
-50
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2
3 4 5