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
51
$1M 0.21%
10,400
52
$990K 0.2%
73,928
53
$976K 0.2%
9,891
54
$936K 0.19%
7,709
+300
55
$893K 0.18%
2,772
-9
56
$880K 0.18%
10,452
-3,646
57
$853K 0.17%
3,101
+1,333
58
$838K 0.17%
13,453
-4,526
59
$826K 0.17%
4,941
+1,457
60
$819K 0.17%
10,657
+3,503
61
$799K 0.16%
4,325
+315
62
$752K 0.15%
6,984
63
$735K 0.15%
1,284
+850
64
$716K 0.15%
8,163
65
$690K 0.14%
3,124
66
$687K 0.14%
775
67
$657K 0.13%
8,133
-196
68
$635K 0.13%
1,380
+404
69
$632K 0.13%
26,586
-292
70
$628K 0.13%
3,686
-319
71
$619K 0.13%
1,462
72
$606K 0.12%
16,648
-16,773
73
$589K 0.12%
2,485
-98
74
$588K 0.12%
4,500
75
$579K 0.12%
2,037
1 2
3
4 5