YWM

Yukon Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.45M
3
+$3.09M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.83M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.69M

Top Sells

1
+$3.68M
2
+$1.17M
3
+$635K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$635K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$627K

Sector Composition

1 Technology 20.83%
2 Financials 4.36%
3 Communication Services 3.33%
4 Consumer Discretionary 2.43%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.95%
50,767
-12,708
27
$2.62M 0.94%
9,020
+89
28
$2.57M 0.92%
9,324
+3,030
29
$2.48M 0.89%
8,172
30
$2.47M 0.89%
2,500
+20
31
$2.38M 0.85%
43,764
+2,364
32
$2.36M 0.85%
12,936
+952
33
$2.06M 0.74%
23,324
-590
34
$1.97M 0.71%
7,704
+51
35
$1.96M 0.7%
11,101
+260
36
$1.86M 0.67%
9,523
+773
37
$1.81M 0.65%
13,245
+713
38
$1.6M 0.57%
26,676
+3,277
39
$1.51M 0.54%
2,138
+34
40
$1.49M 0.53%
64,814
-51,419
41
$1.46M 0.52%
11,524
+604
42
$1.4M 0.5%
5,005
-2,387
43
$1.33M 0.48%
1,712
+12
44
$1.31M 0.47%
14,148
-66
45
$1.23M 0.44%
7,123
+241
46
$1.16M 0.41%
+20,348
47
$1.14M 0.41%
21,003
-3,647
48
$1.12M 0.4%
11,277
+1,019
49
$1.11M 0.4%
4,614
+263
50
$1.08M 0.39%
2,227
+40
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