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
51
$594K 0.38%
2,234
+39
52
$590K 0.38%
1,890
+16
53
$570K 0.37%
1,402
+6
54
$553K 0.36%
21,134
-5,700
55
$517K 0.33%
2,411
56
$516K 0.33%
3,218
57
$508K 0.33%
10,275
58
$502K 0.32%
14,300
59
$478K 0.31%
18,400
60
$460K 0.3%
4,915
61
$446K 0.29%
18,800
62
$437K 0.28%
2,907
63
$431K 0.28%
1,642
-49
64
$422K 0.27%
21,110
+750
65
$418K 0.27%
2,172
66
$391K 0.25%
17,700
67
$351K 0.23%
2,754
+95
68
$350K 0.23%
15,431
+9
69
$345K 0.22%
2,208
+3
70
$336K 0.22%
2,090
-120
71
$332K 0.21%
2,012
-54
72
$329K 0.21%
13,800
73
$322K 0.21%
9,325
74
$315K 0.2%
1,729
75
$307K 0.2%
2,218
+102
1 2
3
4 5