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
1
$9.53M 6.22%
55,581
-760
2
$8.7M 5.68%
173,090
+5,097
3
$8.21M 5.35%
44,934
-1,159
4
$7.93M 5.18%
48,383
-1,308
5
$7.31M 4.77%
21,258
-614
6
$5.9M 3.85%
73,350
-999
7
$5.04M 3.29%
90,768
-7,686
8
$4.49M 2.93%
27,220
-1,000
9
$4.43M 2.89%
28,445
+880
10
$4.32M 2.82%
122,662
-2,088
11
$3.66M 2.39%
54,042
-4,460
12
$3.34M 2.18%
39,543
13
$3.31M 2.16%
85,973
-3,796
14
$3.22M 2.1%
46,108
+776
15
$3.16M 2.06%
33,438
+4,150
16
$2.96M 1.93%
49,780
-211
17
$2.87M 1.87%
34,743
-221
18
$2.75M 1.79%
13,192
+62
19
$2.66M 1.74%
53,687
+961
20
$2.6M 1.69%
40,400
-1,556
21
$2.44M 1.59%
103,316
-1,168
22
$2.24M 1.46%
86,400
+13,127
23
$2.22M 1.45%
77,762
+318
24
$1.95M 1.27%
66,318
-6,165
25
$1.88M 1.23%
32,992
-235
1
2 3 4 5