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
$154M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$531K
3
+$262K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$258K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$242K

Top Sells

1
+$1.75M
2
+$342K
3
+$322K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$241K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$228K

Sector Composition

1 Technology 11.12%
2 Consumer Discretionary 3.44%
3 Communication Services 1.68%
4 Financials 1.1%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$304K 0.2%
1,181
+4
77
$301K 0.19%
1,549
+52
78
$295K 0.19%
531
+115
79
$290K 0.19%
2,190
80
$287K 0.19%
5,541
81
$282K 0.18%
5,660
-160
82
$280K 0.18%
3,741
83
$277K 0.18%
12,550
+2,415
84
$277K 0.18%
1,369
-18
85
$270K 0.17%
2,403
+40
86
$268K 0.17%
13,450
87
$265K 0.17%
1,450
88
$262K 0.17%
+1,768
89
$258K 0.17%
+448
90
$254K 0.16%
5,448
+123
91
$247K 0.16%
1,156
-100
92
$244K 0.16%
12,700
93
$239K 0.16%
10,970
+150
94
$232K 0.15%
10,900
95
$228K 0.15%
5,824
96
$211K 0.14%
479
+2
97
$211K 0.14%
8,300
98
$210K 0.14%
5,095
99
$210K 0.14%
1,531
100
$209K 0.14%
727
+16
1 2 3
4
5