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
$552M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$5.74M
3
+$3.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.52M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.04M

Top Sells

1
+$2.71M
2
+$818K
3
+$787K
4
FMNB icon
Farmers National Banc Corp
FMNB
+$727K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$530K

Sector Composition

1 Technology 4.15%
2 Financials 3.37%
3 Industrials 0.92%
4 Communication Services 0.73%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.22%
6,312
+419
52
$1.16M 0.21%
6,087
+77
53
$1.16M 0.21%
49,378
+1,376
54
$1.09M 0.2%
12,060
-993
55
$1.07M 0.19%
42,694
-1,205
56
$999K 0.18%
12,229
+720
57
$963K 0.17%
2,748
-353
58
$897K 0.16%
19,113
-16,766
59
$852K 0.15%
2,736
+1
60
$842K 0.15%
5,390
+449
61
$839K 0.15%
7,740
+31
62
$829K 0.15%
8,939
63
$753K 0.14%
796
+40
64
$748K 0.14%
1,297
+13
65
$729K 0.13%
11,185
66
$689K 0.12%
29,882
67
$680K 0.12%
7,749
+12
68
$662K 0.12%
1,412
+217
69
$655K 0.12%
14,249
70
$631K 0.11%
7,939
71
$622K 0.11%
6,670
+400
72
$619K 0.11%
17,707
73
$617K 0.11%
3,093
+9
74
$614K 0.11%
1,462
75
$608K 0.11%
1,141
-9
1 2
3
4 5