YWM
Yoder Wealth Management Portfolio holdings
AUM
$192M
This Quarter Return
+1.45%
1 Year Return
+12.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+8.7%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
40.32%
Holding
118
New
6
Increased
54
Reduced
27
Closed
8
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.77M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.05M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.96M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.27M |
| 5 |
iShares iBonds Oct 2031 Term TIPS ETF
IBIH
|
$1.23M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$516K |
| 2 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
$401K |
| 3 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$335K |
| 4 |
Chevron
CVX
|
$332K |
| 5 |
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% |
