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
$206M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.67M
3
+$2.71M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.3M

Top Sells

1
+$216K
2
+$15K
3
+$4.9K

Sector Composition

1 Technology 1.3%
2 Utilities 0.93%
3 Financials 0.71%
4 Industrials 0.5%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.56%
22,764
+17,073
27
$1.07M 0.52%
8,800
+6,600
28
$1.03M 0.5%
2,129
+14
29
$808K 0.39%
1,382
+904
30
$750K 0.36%
1,443
31
$731K 0.36%
3,824
+1,912
32
$724K 0.35%
+6,304
33
$714K 0.35%
1,996
+998
34
$663K 0.32%
2,717
+1,016
35
$626K 0.3%
16,000
+8,000
36
$508K 0.25%
1,754
37
$497K 0.24%
5,123
38
$485K 0.24%
2,333
+823
39
$462K 0.22%
904
40
$424K 0.21%
8,869
41
$258K 0.13%
6,421
42
– –
-5,219
1
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