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
126
$232K 0.05%
+5,138
127
$228K 0.05%
3,919
128
$220K 0.05%
+1,315
129
$220K 0.04%
5,256
-28
130
$216K 0.04%
+4,241
131
$216K 0.04%
821
-8
132
$212K 0.04%
6,135
133
$212K 0.04%
239
-2
134
$211K 0.04%
+9,612
135
$209K 0.04%
+2,706
136
$206K 0.04%
+1,752
137
$206K 0.04%
+4,804
138
$204K 0.04%
+1,541
139
$149K 0.03%
10,134
-1,255
140
$107K 0.02%
+11,000
141
$48.3K 0.01%
10,310
142
$12.3K ﹤0.01%
12,500
143
$8.32K ﹤0.01%
23,820
144
– –
-65,032
145
– –
-1,686
2 3 4 5
6