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
101
$341K 0.09%
13,826
+1,222
102
$326K 0.08%
11,940
+600
103
$312K 0.08%
3,147
-816
104
$310K 0.08%
1,280
+60
105
$309K 0.08%
5,102
+320
106
$308K 0.08%
4,131
-5
107
$289K 0.07%
1,751
-8
108
$287K 0.07%
641
-270
109
$287K 0.07%
3,158
-8
110
$287K 0.07%
8,095
111
$282K 0.07%
1,345
-75
112
$281K 0.07%
1,312
+151
113
$279K 0.07%
1,042
114
$274K 0.07%
1,355
-30
115
$273K 0.07%
2,731
116
$271K 0.07%
5,781
117
$268K 0.07%
3,806
-50
118
$264K 0.07%
4,500
119
$263K 0.07%
2,627
-336
120
$262K 0.07%
+10,900
121
$262K 0.07%
+10,900
122
$261K 0.07%
+1,980
123
$261K 0.07%
5,253
-459
124
$253K 0.06%
1,594
-350
125
$248K 0.06%
887
3 4
5
6 7