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
51
$889K 0.42%
14,841
52
$876K 0.41%
1,742
+47
53
$810K 0.38%
21,007
54
$801K 0.38%
40,302
55
$768K 0.36%
27,646
+100
56
$764K 0.36%
1,928
-52
57
$726K 0.34%
33,652
+4,490
58
$660K 0.31%
2,411
59
$643K 0.3%
1,446
+117
60
$612K 0.29%
14,300
61
$601K 0.28%
2,314
-140
62
$600K 0.28%
3,218
63
$563K 0.27%
1,649
+44
64
$508K 0.24%
2,907
65
$501K 0.24%
21,831
+3,400
66
$501K 0.24%
23,600
67
$500K 0.24%
1,586
+69
68
$496K 0.23%
18,400
69
$494K 0.23%
1,606
-31
70
$486K 0.23%
10,950
-230
71
$449K 0.21%
18,839
+952
72
$436K 0.21%
2,128
73
$426K 0.2%
4,568
74
$414K 0.2%
2,203
-23
75
$402K 0.19%
1,655
-74
1 2
3
4 5