YWM

Yardley Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$191K
2
+$123K
3
+$116K
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$103K
5
LMT icon
Lockheed Martin
LMT
+$6.81K

Top Sells

1
+$3.07M
2
+$2.37M
3
+$1.36M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$955K
5
CEG icon
Constellation Energy
CEG
+$860K

Sector Composition

1 Industrials 0.61%
2 Technology 0.46%
3 Consumer Discretionary 0.17%
4 Financials 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$488K 0.27%
6,788
27
$474K 0.26%
789
-2
28
$413K 0.23%
1,621
-80
29
$410K 0.23%
791
-50
30
$402K 0.22%
6,706
-612
31
$400K 0.22%
12,569
32
$313K 0.18%
2,200
33
$307K 0.17%
458
34
$305K 0.17%
1,390
-120
35
$296K 0.17%
747
-113
36
$216K 0.12%
5,211
37
– –
-1,912
38
– –
-2,666
39
– –
-8,000
40
– –
-1,576
41
– –
-1,443
1
2