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
51
$594K 0.39%
2,195
-170
52
$587K 0.38%
1,396
-72
53
$531K 0.35%
27,352
+1,100
54
$524K 0.34%
3,218
55
$515K 0.34%
10,275
56
$513K 0.33%
14,300
57
$480K 0.31%
18,400
58
$472K 0.31%
1,691
-76
59
$470K 0.31%
2,411
60
$465K 0.3%
4,915
-860
61
$453K 0.3%
2,907
62
$447K 0.29%
+18,800
63
$444K 0.29%
2,172
64
$413K 0.27%
20,360
-13,282
65
$392K 0.26%
+17,700
66
$354K 0.23%
1,177
-22
67
$350K 0.23%
15,422
+3,600
68
$350K 0.23%
2,659
69
$348K 0.23%
2,205
+36
70
$339K 0.22%
9,325
-679
71
$335K 0.22%
2,066
-143
72
$329K 0.21%
+13,800
73
$322K 0.21%
+14,100
74
$308K 0.2%
+2,363
75
$303K 0.2%
5,820
1 2
3
4 5