YWM

Yardley Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$423K
3
+$369K
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$348K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$342K

Top Sells

1
+$807K
2
+$581K
3
+$282K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$258K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$223K

Sector Composition

1 Technology 0.87%
2 Utilities 0.66%
3 Industrials 0.55%
4 Financials 0.33%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.28%
3,275
27
$472K 0.26%
2,723
-94
28
$454K 0.25%
6,788
+943
29
$436K 0.24%
791
+22
30
$418K 0.23%
841
-39
31
$417K 0.23%
7,318
-1,551
32
$385K 0.21%
1,912
33
$370K 0.2%
+12,569
34
$349K 0.19%
1,701
35
$347K 0.19%
8,000
36
$331K 0.18%
1,510
37
$312K 0.17%
860
-138
38
$305K 0.17%
2,200
39
$284K 0.16%
458
-12
40
$222K 0.12%
+1,576
41
$206K 0.11%
5,211
-913
42
– –
-5,691
1
2