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
126
$246K 0.06%
1,105
127
$243K 0.06%
1,067
-1
128
$242K 0.06%
+3,333
129
$242K 0.06%
549
-155
130
$242K 0.06%
6,328
131
$239K 0.06%
1,515
132
$236K 0.06%
907
-69
133
$233K 0.06%
5,647
134
$232K 0.06%
809
-482
135
$232K 0.06%
+1,093
136
$225K 0.06%
4,879
+122
137
$221K 0.06%
2,589
138
$216K 0.06%
4,138
-100
139
$215K 0.05%
+2,235
140
$211K 0.05%
+3,969
141
$206K 0.05%
+2,000
142
$206K 0.05%
1,876
143
$206K 0.05%
1,781
-624
144
$205K 0.05%
2,026
-258
145
$204K 0.05%
16,376
-3,000
146
$202K 0.05%
561
-93
147
$169K 0.04%
13,260
148
$112K 0.03%
+10,264
149
$76K 0.02%
+3,300
150
– –
-4,382
3 4 5
6
7