YWM

Yoder Wealth Management Portfolio holdings

AUM $220M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$631K
3
+$439K
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$372K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$331K

Top Sells

1
+$2.64M
2
+$1.29M
3
+$267K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$234K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$178K

Sector Composition

1 Technology 9.75%
2 Consumer Discretionary 3.26%
3 Communication Services 1.89%
4 Financials 1.39%
5 Real Estate 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.19%
1,307
+77
77
$345K 0.18%
3,615
78
$339K 0.18%
603
+57
79
$330K 0.17%
2,190
80
$327K 0.17%
2,749
-5
81
$317K 0.17%
14,400
82
$315K 0.16%
3,741
83
$305K 0.16%
1,729
84
$299K 0.16%
5,541
85
$298K 0.16%
12,300
86
$298K 0.16%
9,185
87
$295K 0.15%
1,333
88
$280K 0.15%
2,260
89
$277K 0.14%
4,815
+264
90
$276K 0.14%
1,417
91
$276K 0.14%
13,450
92
$271K 0.14%
1,699
+144
93
$267K 0.14%
1,300
94
$264K 0.14%
3,802
+244
95
$262K 0.14%
3,077
96
$260K 0.14%
6,006
+258
97
$253K 0.13%
+1,890
98
$252K 0.13%
860
+51
99
$251K 0.13%
5,418
+100
100
$248K 0.13%
12,700
1 2 3
4
5