YWM
Yoder Wealth Management Portfolio holdings
AUM
$192M
This Quarter Return
+8.51%
1 Year Return
+12.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.41%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.98M |
| 2 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$8.41M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.06M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$7.46M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.68% |
| 2 | Consumer Discretionary | 2.51% |
| 3 | Communication Services | 1.06% |
| 4 | Consumer Staples | 0.44% |
| 5 | Industrials | 0.4% |
