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
101
$206K 0.13%
2,072
+6
102
$161K 0.1%
10,100
103
$84K 0.05%
15,334
104
– –
-2,052
105
– –
-1,600
106
– –
-791
107
– –
-2,625
108
– –
-14,100
109
– –
-10,600
110
– –
-3,707
111
– –
-13,200
1 2 3 4
5