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
$181M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.96M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.27M
5
IBIH icon
iShares iBonds Oct 2031 Term TIPS ETF
IBIH
+$1.23M

Top Sells

1
+$516K
2
+$401K
3
+$335K
4
CVX icon
Chevron
CVX
+$332K
5
KIE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.18%
3,615
-900
77
$334K 0.18%
2,754
78
$327K 0.18%
1,729
79
$313K 0.17%
2,190
80
$308K 0.17%
5,541
81
$299K 0.17%
9,185
-140
82
$296K 0.16%
3,741
83
$292K 0.16%
555
+53
84
$286K 0.16%
644
+49
85
$285K 0.16%
12,265
-121
86
$281K 0.16%
1,417
-33
87
$271K 0.15%
256
+24
88
$271K 0.15%
13,450
89
$254K 0.14%
5,318
-235
90
$251K 0.14%
2,252
+161
91
$247K 0.14%
12,700
92
$243K 0.13%
1,324
-263
93
$242K 0.13%
4,529
+236
94
$241K 0.13%
804
+41
95
$240K 0.13%
10,970
96
$233K 0.13%
10,900
97
$230K 0.13%
244
-4
98
$228K 0.13%
1,530
-1
99
$228K 0.13%
9,500
-9,300
100
$225K 0.12%
5,617
+522
1 2 3
4
5