SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+0.46%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(+47%)
Cap. Flow
+$84.1M
Cap. Flow
% of AUM
36.35%
Top 10 Holdings %
Top 10 Hldgs %
85.63%
Holding
73
New
17
Increased
20
Reduced
16
Closed
7
Top Buys
| 1 |
Federated Hermes
FHI
|
$59.1M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$6.36M |
| 3 |
Schwab International Equity ETF
SCHF
|
$4.02M |
| 4 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$3.47M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$2.63M |
Top Sells
| 1 |
WesBanco
WSBC
|
$1.01M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$599K |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$385K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$358K |
| 5 |
AET
Aetna Inc
AET
|
$298K |
Sector Composition
| 1 | Financials | 60.69% |
| 2 | Technology | 0.54% |
| 3 | Communication Services | 0.35% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Industrials | 0.17% |
