SDWMA

Schneider Downs Wealth Management Advisors Portfolio holdings

AUM $843M
1-Year Est. Return 16.03%
This Fund
S&P 500
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
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