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
101
$206K 0.13%
+711
102
$204K 0.13%
2,625
-100
103
$204K 0.13%
+1,600
104
$201K 0.13%
2,052
-186
105
$201K 0.13%
+3,707
106
$163K 0.11%
10,100
107
$157K 0.1%
13,200
108
$91.4K 0.06%
15,334
109
– –
-899
110
– –
-2,188
111
– –
-914
1 2 3 4
5