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
$489M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.78M
3
+$2.48M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.16M
5
RJF icon
Raymond James Financial
RJF
+$2.07M

Top Sells

1
+$2.31M
2
+$1.84M
3
+$1.49M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.24M
5
FMNB icon
Farmers National Banc Corp
FMNB
+$750K

Sector Composition

1 Technology 4.67%
2 Financials 3.35%
3 Industrials 1.14%
4 Communication Services 0.83%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 0.58%
97,391
-2,820
27
$2.64M 0.54%
21,546
+16,901
28
$2.58M 0.53%
125,668
-2,026
29
$2.58M 0.53%
170,654
-49,571
30
$2.51M 0.51%
4,379
-170
31
$2.46M 0.5%
22,579
32
$2.23M 0.46%
32,967
33
$2.16M 0.44%
87,810
-6,139
34
$2.03M 0.42%
39,728
-196
35
$1.91M 0.39%
16,301
-434
36
$1.85M 0.38%
5,569
37
$1.78M 0.36%
36,881
-358
38
$1.78M 0.36%
18,590
39
$1.77M 0.36%
6,247
-4,384
40
$1.76M 0.36%
7,248
-20
41
$1.71M 0.35%
48,161
42
$1.59M 0.33%
23,643
-355
43
$1.5M 0.31%
4,710
44
$1.45M 0.3%
6,866
+610
45
$1.43M 0.29%
56,694
+36,028
46
$1.36M 0.28%
8,230
+2,296
47
$1.29M 0.26%
50,184
-1,794
48
$1.27M 0.26%
13,000
+37
49
$1.18M 0.24%
6,010
-52
50
$1.12M 0.23%
6,027
+2,026
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2
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