YWM
Yoder Wealth Management Portfolio holdings
AUM
$192M
This Quarter Return
+5.86%
1 Year Return
+12.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+8.1%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
42.98%
Holding
111
New
14
Increased
23
Reduced
47
Closed
3
Top Buys
Top Sells
| 1 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$427K |
| 2 |
Fidelity MSCI Industrials Index ETF
FIDU
|
$302K |
| 3 |
Schwab US REIT ETF
SCHH
|
$270K |
| 4 |
Boeing
BA
|
$234K |
| 5 |
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% |
