YWM

Yukon Wealth Management Portfolio holdings

AUM $305M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$21M
3
+$19.4M
4
NVDA icon
NVIDIA
NVDA
+$15.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.39%
2 Financials 4.69%
3 Communication Services 3.1%
4 Industrials 2.55%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.93%
+8,172
27
$2.19M 0.91%
+8,931
28
$2.18M 0.9%
+23,914
29
$2.05M 0.85%
+11,984
30
$2.02M 0.84%
+41,400
31
$2.01M 0.83%
+21,655
32
$1.91M 0.79%
+7,392
33
$1.88M 0.78%
+20,200
34
$1.81M 0.75%
+7,653
35
$1.68M 0.7%
+10,841
36
$1.67M 0.69%
+8,750
37
$1.52M 0.63%
+4,348
38
$1.4M 0.58%
+1,700
39
$1.28M 0.53%
+24,650
40
$1.26M 0.52%
+23,399
41
$1.22M 0.51%
+23,912
42
$1.16M 0.48%
+2,187
43
$1.15M 0.48%
+2,104
44
$1.13M 0.47%
+5,460
45
$1.08M 0.45%
+14,214
46
$1.06M 0.44%
+12,532
47
$1.05M 0.44%
+6,294
48
$1.01M 0.42%
+10,258
49
$967K 0.4%
+6,882
50
$879K 0.37%
+4,351
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2
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