YWM
Yoder Wealth Management Portfolio holdings
AUM
$219M
1-Year Est. Return
15.95%
This Fund
S&P 500
1 Year Est. Return
+15.95%
AUM
$219M
AUM Growth
-$271K
(-0.12%)
Holding
129
Top Buys
| 1 | +$2.51M | |
| 2 | +$1.28M | |
| 3 | +$1.27M | |
| 4 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$879K |
| 5 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$765K |
Top Sells
| 1 | +$1M | |
| 2 | +$734K | |
| 3 | +$542K | |
| 4 |
Apple
AAPL
|
+$527K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$471K |
Sector Composition
| 1 | Technology | 9.29% |
| 2 | Consumer Discretionary | 2.62% |
| 3 | Communication Services | 2.19% |
| 4 | Financials | 1.17% |
| 5 | Real Estate | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco CurrencyShares Euro Currency Trust
FXE
$406M
| – | – |
-5,000
|
|
||
127
Intercontinental Exchange
ICE
$80.5B
| – | – |
-1,242
|
|
||
128
ServiceNow
NOW
$122B
| – | – |
-1,395
|
|
||
129
Thermo Fisher Scientific
TMO
$179B
| – | – |
-368
|
|