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
$177M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.59M
3
+$982K
4
WSBC icon
WesBanco
WSBC
+$947K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$2.09M
2
+$466K
3
+$455K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$414K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$266K

Sector Composition

1 Financials 57.79%
2 Technology 0.83%
3 Communication Services 0.43%
4 Materials 0.18%
5 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.11%
4,274
-4,336
52
$177K 0.1%
13,260
53
$133K 0.08%
11,960
54
$11K 0.01%
25,000
55
– –
-11,254
56
– –
-11,034
57
– –
-9,535
58
– –
-2,200
1 2
3