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
51
$786K 0.2%
5,180
-357
52
$774K 0.2%
14,425
+245
53
$773K 0.2%
3,765
+96
54
$747K 0.19%
13,224
-749
55
$735K 0.19%
8,671
-3
56
$728K 0.19%
19,826
+12
57
$721K 0.18%
9,373
58
$715K 0.18%
3,365
59
$714K 0.18%
4,031
-298
60
$707K 0.18%
2,587
+16
61
$699K 0.18%
8,446
-473
62
$697K 0.18%
9,124
+64
63
$667K 0.17%
3,984
-54
64
$656K 0.17%
1,945
-78
65
$649K 0.17%
3,537
+577
66
$625K 0.16%
3,384
+116
67
$617K 0.16%
8,319
-51
68
$602K 0.15%
2,709
+477
69
$583K 0.15%
987
70
$570K 0.15%
4,080
-2,220
71
$557K 0.14%
3,022
+242
72
$554K 0.14%
9,931
-1,541
73
$553K 0.14%
4,034
-915
74
$536K 0.14%
10,359
-835
75
$517K 0.13%
2,020
+153
1 2
3
4 5