YWM

Yoder Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$626K
3
+$495K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$458K
5
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$447K

Top Sells

1
+$554K
2
+$519K
3
+$228K
4
XYZ
Block Inc
XYZ
+$225K
5
ICE icon
Intercontinental Exchange
ICE
+$224K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 2.91%
3 Communication Services 2.05%
4 Financials 1.23%
5 Real Estate 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.2%
44,911
+3,294
27
$2.39M 1.13%
76,728
-155
28
$2.31M 1.09%
10,504
+413
29
$2.23M 1.05%
30,762
-788
30
$2.13M 1.01%
56,316
-1,420
31
$2.12M 1%
4,084
+278
32
$2.09M 0.99%
70,996
+4,401
33
$2.08M 0.98%
85,520
-7,150
34
$2.04M 0.97%
64,698
-820
35
$1.96M 0.93%
10,496
+1,012
36
$1.91M 0.9%
33,079
+628
37
$1.88M 0.89%
73,067
38
$1.87M 0.88%
7,669
+384
39
$1.81M 0.86%
36,355
+2,288
40
$1.69M 0.8%
64,201
-3,515
41
$1.58M 0.75%
68,222
+15,940
42
$1.4M 0.66%
31,686
-460
43
$1.36M 0.64%
33,044
+794
44
$1.29M 0.61%
1,760
+85
45
$1.22M 0.58%
23,347
+1,072
46
$1.19M 0.56%
26,084
-1,353
47
$1.13M 0.54%
6,200
-845
48
$1.08M 0.51%
39,441
-610
49
$924K 0.44%
31,629
+838
50
$890K 0.42%
2,698
+178
1
2
3 4 5