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
1
$34.1M 16.56%
844,256
+137,134
2
$23.9M 11.61%
385,191
+59,190
3
$14.8M 7.18%
308,855
+56,550
4
$13.8M 6.72%
417,673
+73,645
5
$11.5M 5.6%
219,254
+39,318
6
$11.1M 5.41%
273,504
+37,990
7
$10.7M 5.21%
258,410
+35,497
8
$9.68M 4.7%
205,904
+30,650
9
$8.62M 4.19%
135,707
+19,467
10
$8.61M 4.18%
320,043
+58,502
11
$8.35M 4.06%
86,619
+15,242
12
$8.24M 4%
126,713
+21,036
13
$7.47M 3.63%
112,161
+18,269
14
$4.94M 2.4%
8,501
+3,960
15
$2.89M 1.4%
110,800
+18,389
16
$2.34M 1.14%
46,632
+23,316
17
$2M 0.97%
5,975
-45
18
$1.97M 0.96%
25,312
+16,071
19
$1.75M 0.85%
11,268
+8,451
20
$1.53M 0.74%
44,346
+22,062
21
$1.49M 0.73%
20,628
+144
22
$1.29M 0.63%
5,332
+2,666
23
$1.26M 0.61%
2,974
+2,094
24
$1.26M 0.61%
7,638
+4,363
25
$1.24M 0.6%
11,663
-46