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
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.1M 16.65%
+707,122
2
$21.9M 12.96%
+326,001
3
$12.3M 7.3%
+344,028
4
$12.2M 7.26%
+252,305
5
$9.96M 5.91%
+235,514
6
$9.74M 5.77%
+179,936
7
$9.63M 5.71%
+222,913
8
$8.37M 4.96%
+175,254
9
$7.6M 4.51%
+261,541
10
$7.23M 4.29%
+116,240
11
$6.85M 4.07%
+105,677
12
$6.85M 4.06%
+71,377
13
$6.18M 3.67%
+93,892
14
$2.67M 1.58%
+92,411
15
$2.61M 1.55%
+4,541
16
$1.97M 1.17%
+6,020
17
$1.51M 0.9%
+20,484
18
$1.27M 0.75%
+11,709
19
$1.24M 0.73%
+2,115
20
$1.17M 0.7%
+23,316
21
$803K 0.48%
+1,443
22
$773K 0.46%
+9,241
23
$764K 0.45%
+22,284
24
$693K 0.41%
+2,666
25
$546K 0.32%
+3,275