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
76
$578K 0.12%
1,898
-9
77
$567K 0.12%
14,249
78
$557K 0.11%
2,085
+85
79
$551K 0.11%
1,128
80
$544K 0.11%
15,530
+150
81
$531K 0.11%
17,306
82
$520K 0.11%
3,206
-66
83
$506K 0.1%
4,701
+20
84
$502K 0.1%
2,536
85
$499K 0.1%
5,432
86
$489K 0.1%
9,685
-1,036
87
$487K 0.1%
+6,480
88
$480K 0.1%
+6,770
89
$478K 0.1%
6,127
-130
90
$473K 0.1%
3,828
91
$472K 0.1%
18,474
92
$470K 0.1%
15,894
93
$435K 0.09%
283,276
-335
94
$425K 0.09%
15,242
95
$415K 0.08%
4,722
-23
96
$408K 0.08%
+8,200
97
$404K 0.08%
3,560
+38
98
$399K 0.08%
1,769
99
$394K 0.08%
8,328
-219
100
$383K 0.08%
8,350
2 3
4
5 6