YWM

Yardley Wealth Management Portfolio holdings

AUM $183M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$21.9M
3
+$12.3M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$12.2M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$9.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.94%
2 Industrials 0.73%
3 Utilities 0.6%
4 Financials 0.22%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$497K 0.29%
+1,754
27
$487K 0.29%
+5,123
28
$468K 0.28%
+8,869
29
$441K 0.26%
+904
30
$427K 0.25%
+2,817
31
$396K 0.23%
+1,701
32
$379K 0.22%
+880
33
$363K 0.22%
+1,912
34
$340K 0.2%
+998
35
$324K 0.19%
+8,000
36
$291K 0.17%
+5,691
37
$281K 0.17%
+1,510
38
$276K 0.16%
+478
39
$268K 0.16%
+6,421
40
$258K 0.15%
+2,200
41
$216K 0.13%
+5,219
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