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YWM

Yardley Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.23M
3
+$878K
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$758K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$688K

Top Sells

1
+$1.66M
2
+$270K
3
+$250K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$151K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$94.8K

Sector Composition

1 Industrials 0.68%
2 Technology 0.34%
3 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DCOR icon
26
Dimensional US Core Equity 1 ETF
DCOR
$3.07B
$427K 0.22%
5,918
-870
IYW icon
27
iShares US Technology ETF
IYW
$23.6B
$426K 0.22%
2,347
-248
AAPL icon
28
Apple
AAPL
$4.26T
$412K 0.21%
1,622
+1
VEA icon
29
Vanguard FTSE Developed Markets ETF
VEA
$224B
$364K 0.19%
5,681
-91
IVV icon
30
iShares Core S&P 500 ETF
IVV
$827B
$297K 0.15%
455
QQQ icon
31
Invesco QQQ Trust
QQQ
$465B
$293K 0.15%
508
-156
VOO icon
32
Vanguard S&P 500 ETF
VOO
$964B
$293K 0.15%
491
+16
AMZN icon
33
Amazon
AMZN
$2.63T
$289K 0.15%
1,390
IWP icon
34
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$282K 0.14%
2,200
MSFT icon
35
Microsoft
MSFT
$2.99T
$247K 0.13%
666
VCR icon
36
Vanguard Consumer Discretionary ETF
VCR
$6.08B
$245K 0.13%
681
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