SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
1-Year Return
13.49%
This Quarter Return
+8.17%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$487M
AUM Growth
+$30.6M
(+6.7%)
Cap. Flow
-$5.27M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
70.66%
Holding
117
New
4
Increased
25
Reduced
48
Closed
2
Top Buys
| 1 |
Farmers National Banc Corp
FMNB
|
$2.68M |
| 2 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.78M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.45M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$610K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$503K |
Top Sells
Sector Composition
| 1 | Financials | 38.25% |
| 2 | Technology | 3.11% |
| 3 | Industrials | 0.84% |
| 4 | Energy | 0.42% |
| 5 | Communication Services | 0.29% |
