SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
1-Year Return
13.49%
This Quarter Return
+5.74%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$489M
AUM Growth
+$39.1M
(+8.7%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
61.85%
Holding
145
New
14
Increased
35
Reduced
50
Closed
2
Top Buys
| 1 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$4.01M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$2.78M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$2.48M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$2.16M |
| 5 |
Raymond James Financial
RJF
|
$2.07M |
Top Sells
| 1 |
Apple
AAPL
|
$2.31M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.84M |
| 3 |
Federated Hermes Short Duration High Yield ETF
FHYS
|
$1.49M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.24M |
| 5 |
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% |
