SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+9.73%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$419M
AUM Growth
+$31.5M
(+8.1%)
Cap. Flow
-$3.92M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
64.97%
Holding
160
New
13
Increased
38
Reduced
65
Closed
7
Top Buys
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$4.32M |
| 2 |
TSC
TriState Capital Holdings, Inc.
TSC
|
$758K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$654K |
| 4 |
PPG Industries
PPG
|
$548K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$526K |
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$4.55M |
| 2 |
Federated Hermes
FHI
|
$4.44M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.99M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$934K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$691K |
Sector Composition
| 1 | Financials | 32.74% |
| 2 | Technology | 5.3% |
| 3 | Industrials | 1.81% |
| 4 | Consumer Discretionary | 1.51% |
| 5 | Healthcare | 1.32% |
