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
76
$511K 0.13%
3,152
+19
77
$508K 0.13%
2,609
-2
78
$487K 0.12%
2,606
+255
79
$464K 0.12%
6,290
80
$463K 0.12%
9,324
-1,125
81
$454K 0.12%
1,310
82
$448K 0.11%
10,145
83
$420K 0.11%
5,432
84
$418K 0.11%
1,697
+696
85
$411K 0.1%
2,586
+3
86
$402K 0.1%
4,862
+237
87
$399K 0.1%
3,393
+2
88
$390K 0.1%
6,190
-360
89
$385K 0.1%
2,940
-236
90
$377K 0.1%
2,784
91
$372K 0.09%
2,291
+135
92
$371K 0.09%
1,015
93
$370K 0.09%
5,329
+1,131
94
$358K 0.09%
2,341
-300
95
$354K 0.09%
2,700
+896
96
$350K 0.09%
7,665
-90
97
$349K 0.09%
2,163
-8
98
$347K 0.09%
2,582
+56
99
$342K 0.09%
6,900
+957
100
$341K 0.09%
941
-2,447
2 3
4
5 6