YWM

Yardley Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$180K
3
+$7.15K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58K

Top Sells

1
+$4.82M
2
+$2.75M
3
+$2.47M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$2.34M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$1.81M

Sector Composition

1 Technology 0.92%
2 Industrials 0.56%
3 Utilities 0.53%
4 Financials 0.23%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.28%
5,123
27
$451K 0.27%
8,869
28
$396K 0.23%
1,912
-1,912
29
$396K 0.23%
2,817
-8,451
30
$378K 0.22%
1,701
-1,016
31
$369K 0.22%
8,000
-8,000
32
$361K 0.21%
769
-135
33
$358K 0.21%
+5,845
34
$330K 0.19%
880
-2,094
35
$325K 0.19%
998
-998
36
$287K 0.17%
1,510
-823
37
$282K 0.17%
5,691
-17,073
38
$264K 0.16%
470
-912
39
$258K 0.15%
2,200
-6,600
40
$246K 0.14%
6,124
-297
41
– –
-6,304
42
– –
-46,632
1
2