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
101
$357K 0.07%
1,614
102
$352K 0.07%
869
+35
103
$345K 0.07%
2,026
-1
104
$331K 0.07%
4,102
105
$331K 0.07%
3,265
-198
106
$324K 0.07%
+33
107
$320K 0.07%
1,156
108
$320K 0.07%
2,638
109
$313K 0.06%
3,697
-29
110
$302K 0.06%
5,680
-28
111
$297K 0.06%
1,712
-1
112
$296K 0.06%
2,310
113
$295K 0.06%
1,494
-39
114
$290K 0.06%
3,644
115
$286K 0.06%
1,591
116
$280K 0.06%
3,356
-322
117
$277K 0.06%
2,311
+9
118
$275K 0.06%
1,015
119
$269K 0.06%
1,105
120
$261K 0.05%
3,626
121
$256K 0.05%
4,000
122
$255K 0.05%
10,703
-476
123
$251K 0.05%
+17,772
124
$246K 0.05%
3,207
125
$245K 0.05%
1,220
+2
2 3 4
5
6