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
$167M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$765K
3
+$374K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$286K
5
IBIH icon
iShares iBonds Oct 2031 Term TIPS ETF
IBIH
+$279K

Top Sells

1
+$1.1M
2
+$942K
3
+$319K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$128K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$112K

Sector Composition

1 Technology 10.82%
2 Consumer Discretionary 2.94%
3 Communication Services 1.63%
4 Financials 1.14%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.14%
1,156
102
$232K 0.14%
+791
103
$230K 0.14%
+9,765
104
$229K 0.14%
5,095
105
$220K 0.13%
+248
106
$218K 0.13%
8,300
107
$208K 0.12%
+2,052
108
$207K 0.12%
+232
109
$202K 0.12%
1,508
-260
110
$201K 0.12%
2,091
+19
111
$168K 0.1%
10,100
112
$72.5K 0.04%
14,734
-600
1 2 3 4
5