YWM
Yardley Wealth Management Portfolio holdings
AUM
$183M
This Quarter Return
+5.33%
1 Year Return
+10.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
–
Cap. Flow
+$169M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.32%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
