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
$154M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$531K
3
+$262K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$258K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$242K

Top Sells

1
+$1.75M
2
+$342K
3
+$322K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$241K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$228K

Sector Composition

1 Technology 11.12%
2 Consumer Discretionary 3.44%
3 Communication Services 1.68%
4 Financials 1.1%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.27%
33,457
+465
27
$1.76M 1.14%
68,005
+950
28
$1.69M 1.09%
77,157
-1,110
29
$1.61M 1.04%
71,937
-846
30
$1.56M 1.01%
51,978
-340
31
$1.5M 0.97%
34,145
+1,690
32
$1.4M 0.91%
70,044
+10,054
33
$1.39M 0.9%
28,957
-588
34
$1.36M 0.88%
34,901
35
$1.2M 0.78%
25,323
+1,453
36
$1.18M 0.77%
6,116
-127
37
$1.14M 0.74%
2,559
+23
38
$1.13M 0.73%
4,225
+76
39
$1.1M 0.71%
42,330
40
$1.06M 0.68%
28,159
+3,210
41
$1M 0.65%
+38,939
42
$978K 0.63%
5,334
-55
43
$884K 0.57%
17,876
+767
44
$882K 0.57%
29,719
+761
45
$834K 0.54%
6,750
+40
46
$825K 0.53%
26,940
+114
47
$705K 0.46%
36,552
+9,200
48
$702K 0.45%
20,198
49
$677K 0.44%
21,007
-838
50
$658K 0.43%
1,304
-78
1
2
3 4 5