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
51
$746K 0.41%
27,946
+5,872
52
$743K 0.41%
1,980
+69
53
$733K 0.4%
1,616
+139
54
$727K 0.4%
21,007
55
$710K 0.39%
14,841
+5,566
56
$611K 0.34%
2,407
+173
57
$580K 0.32%
27,549
+5,475
58
$567K 0.31%
2,411
59
$545K 0.3%
3,218
60
$516K 0.28%
2,225
+16
61
$512K 0.28%
6,774
62
$501K 0.28%
14,681
-2,170
63
$492K 0.27%
1,558
-19
64
$488K 0.27%
14,300
65
$480K 0.27%
23,600
+10,100
66
$475K 0.26%
18,400
67
$470K 0.26%
1,165
+217
68
$470K 0.26%
2,907
69
$450K 0.25%
+1,670
70
$414K 0.23%
1,239
+28
71
$402K 0.22%
2,138
-20
72
$355K 0.2%
571
73
$351K 0.19%
2,268
74
$344K 0.19%
1,436
+39
75
$337K 0.19%
2,013
+57
1 2
3
4 5