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
$153M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.21M
3
+$447K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$393K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$392K

Top Sells

1
+$427K
2
+$302K
3
+$270K
4
BA icon
Boeing
BA
+$234K
5
TSLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.2%
5,541
77
$296K 0.19%
+1,497
78
$293K 0.19%
2,210
+70
79
$286K 0.19%
3,741
80
$281K 0.18%
2,190
81
$278K 0.18%
1,450
82
$278K 0.18%
1,387
-170
83
$278K 0.18%
2,116
84
$270K 0.18%
13,450
85
$261K 0.17%
1,729
-131
86
$258K 0.17%
1,256
-60
87
$253K 0.17%
+2,066
88
$252K 0.16%
5,824
-179
89
$247K 0.16%
5,325
90
$244K 0.16%
12,700
91
$237K 0.15%
10,820
-1,600
92
$233K 0.15%
10,900
93
$230K 0.15%
477
-26
94
$228K 0.15%
+10,600
95
$227K 0.15%
10,135
-2,180
96
$214K 0.14%
+5,095
97
$213K 0.14%
8,300
98
$212K 0.14%
+791
99
$210K 0.14%
1,531
-148
100
$210K 0.14%
416
-8
1 2 3
4
5