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
$167M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$765K
3
+$374K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$286K
5
IBIH icon
iShares iBonds Oct 2031 Term TIPS ETF
IBIH
+$279K

Top Sells

1
+$1.1M
2
+$942K
3
+$319K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$128K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$112K

Sector Composition

1 Technology 10.82%
2 Consumer Discretionary 2.94%
3 Communication Services 1.63%
4 Financials 1.14%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.23%
62,128
-3,390
27
$1.86M 1.12%
67,930
-75
28
$1.86M 1.11%
35,812
+1,667
29
$1.81M 1.09%
77,202
+45
30
$1.76M 1.06%
54,742
+2,764
31
$1.72M 1.03%
71,727
-210
32
$1.56M 0.94%
30,010
+1,053
33
$1.4M 0.84%
27,468
+2,145
34
$1.37M 0.82%
33,076
-1,825
35
$1.31M 0.78%
49,529
+10,590
36
$1.23M 0.74%
2,861
+302
37
$1.21M 0.72%
4,261
+36
38
$1.19M 0.72%
6,406
+290
39
$1.18M 0.71%
29,764
+1,605
40
$1.18M 0.71%
41,901
-429
41
$1.14M 0.69%
22,597
-18,620
42
$1.03M 0.62%
19,040
+1,164
43
$997K 0.6%
30,491
+772
44
$947K 0.57%
5,664
+330
45
$901K 0.54%
7,422
+672
46
$900K 0.54%
27,799
+859
47
$810K 0.49%
1,415
+111
48
$733K 0.44%
36,552
49
$720K 0.43%
21,007
50
$680K 0.41%
1,477
+75
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2
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