SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
-6.33%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$392M
AUM Growth
+$392M
(-6.3%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
65.15%
Holding
163
New
10
Increased
51
Reduced
59
Closed
14
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.85M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.04M |
| 3 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.47M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.2M |
| 5 |
Federated Hermes
FHI
|
$1.07M |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.57M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$2M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.05M |
| 4 |
Invesco QQQ Trust
QQQ
|
$887K |
| 5 |
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% |
