SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+7.67%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+8%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
83.71%
Holding
75
New
8
Increased
23
Reduced
16
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$1.26M |
| 2 |
ATI
ATI
|
$1.09M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.01M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$529K |
| 5 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$393K |
Top Sells
| 1 |
Federated Hermes
FHI
|
$4.71M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$442K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$337K |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$325K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$216K |
Sector Composition
| 1 | Financials | 59.7% |
| 2 | Technology | 1.18% |
| 3 | Industrials | 0.75% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Communication Services | 0.24% |
