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
$151M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$872K
3
+$735K
4
FHI icon
Federated Hermes
FHI
+$590K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$397K

Top Sells

1
+$947K
2
+$482K
3
+$413K
4
ECVT icon
Ecovyst
ECVT
+$326K
5
AAPL icon
Apple
AAPL
+$305K

Sector Composition

1 Financials 47.58%
2 Technology 0.89%
3 Communication Services 0.54%
4 Utilities 0.17%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$176K 0.12%
13,260
52
$132K 0.09%
11,960
53
$13K 0.01%
25,000
54
– –
-8,444
55
– –
-2,149
56
– –
-23,334
57
– –
-4,270
58
– –
-4,274
59
– –
-22,397
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