SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
1-Year Return
13.49%
This Quarter Return
+0.55%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$532M
AUM Growth
+$43.1M
(+8.8%)
Cap. Flow
+$44.7M
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
60.41%
Holding
146
New
3
Increased
38
Reduced
43
Closed
8
Top Buys
| 1 |
Federated Hermes Total Return Bond ETF
FTRB
|
$5.72M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$4.97M |
| 3 |
IQ MacKay Municipal Insured ETF
MMIN
|
$4.92M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$4.73M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.73M |
Top Sells
| 1 |
Farmers National Banc Corp
FMNB
|
$1.11M |
| 2 |
Federated Hermes
FHI
|
$471K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$363K |
| 4 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
$316K |
| 5 |
Welltower
WELL
|
$296K |
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Financials | 3.27% |
| 3 | Industrials | 1.05% |
| 4 | Communication Services | 0.8% |
| 5 | Consumer Discretionary | 0.67% |
