YWM

Yoder Wealth Management Portfolio holdings

AUM $192M
1-Year Est. Return 12.08%
This Quarter Est. Return
1 Year Est. Return
+12.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.21M
3
+$447K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$393K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$392K

Top Sells

1
+$427K
2
+$302K
3
+$270K
4
BA icon
Boeing
BA
+$234K
5
TSLA icon
Tesla
TSLA
+$227K

Sector Composition

1 Technology 10.11%
2 Consumer Discretionary 3.66%
3 Communication Services 1.61%
4 Financials 1.16%
5 Real Estate 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.21%
36,442
+25,892
27
$1.73M 1.13%
78,267
+150
28
$1.66M 1.09%
52,318
-1,734
29
$1.66M 1.08%
67,055
+5,572
30
$1.63M 1.07%
72,783
-534
31
$1.38M 0.9%
34,901
32
$1.38M 0.9%
32,455
+3,788
33
$1.35M 0.88%
29,545
-823
34
$1.21M 0.79%
+59,990
35
$1.14M 0.74%
42,330
-1,500
36
$1.14M 0.74%
23,870
+1,944
37
$1.13M 0.73%
6,243
-786
38
$1.08M 0.7%
4,149
+84
39
$1.07M 0.7%
2,536
-146
40
$912K 0.59%
24,949
+51
41
$896K 0.58%
17,109
+1,343
42
$883K 0.58%
26,826
-637
43
$863K 0.56%
28,958
+6,996
44
$821K 0.54%
5,389
-375
45
$721K 0.47%
26,834
-12
46
$716K 0.47%
20,198
-60
47
$698K 0.46%
21,845
+700
48
$671K 0.44%
1,382
-14
49
$606K 0.4%
6,710
+390
50
$595K 0.39%
1,874
-374
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2
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