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
$181M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.96M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.27M
5
IBIH icon
iShares iBonds Oct 2031 Term TIPS ETF
IBIH
+$1.23M

Top Sells

1
+$516K
2
+$401K
3
+$335K
4
CVX icon
Chevron
CVX
+$332K
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$256K

Sector Composition

1 Technology 11.2%
2 Consumer Discretionary 3.09%
3 Communication Services 1.73%
4 Financials 1.27%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.33%
47,716
+25,119
27
$2.29M 1.27%
77,233
-505
28
$2.18M 1.2%
93,746
-2,770
29
$2.1M 1.16%
32,898
-59
30
$1.87M 1.03%
38,324
+2,512
31
$1.85M 1.02%
60,831
-1,297
32
$1.78M 0.98%
76,317
-885
33
$1.75M 0.97%
68,975
+1,045
34
$1.74M 0.96%
59,456
+4,714
35
$1.69M 0.93%
71,367
-360
36
$1.67M 0.92%
31,330
+1,320
37
$1.55M 0.85%
7,044
+638
38
$1.52M 0.84%
30,790
+3,322
39
$1.42M 0.79%
3,378
+517
40
$1.29M 0.71%
31,911
+2,147
41
$1.25M 0.69%
6,544
+880
42
$1.22M 0.67%
32,864
-212
43
$1.11M 0.62%
40,761
-1,140
44
$1.1M 0.61%
8,213
+791
45
$1.09M 0.6%
31,939
+1,448
46
$997K 0.55%
20,692
+1,652
47
$886K 0.49%
29,429
+1,630
48
$869K 0.48%
1,484
+69
49
$813K 0.45%
+36,602
50
$750K 0.41%
39,052
+2,500
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