YWM

Yukon Wealth Management Portfolio holdings

AUM $168M
1-Year Est. Return 23.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$729K
3
+$532K
4
AMZN icon
Amazon
AMZN
+$423K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$399K

Top Sells

1
+$1.73M
2
+$1.16M
3
+$562K
4
ATO icon
Atmos Energy
ATO
+$540K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$516K

Sector Composition

1 Technology 22.53%
2 Financials 4.21%
3 Communication Services 3.82%
4 Consumer Discretionary 2.48%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.93%
51,003
+236
27
$2.74M 0.9%
11,259
+158
28
$2.68M 0.88%
8,174
+2
29
$2.63M 0.86%
27,615
-890
30
$2.53M 0.83%
42,786
-978
31
$2.48M 0.81%
12,743
-193
32
$2.46M 0.81%
20,520
+160
33
$2.33M 0.76%
2,516
+16
34
$2.33M 0.76%
7,750
+46
35
$2.09M 0.69%
23,442
+118
36
$1.94M 0.64%
9,399
-124
37
$1.72M 0.56%
2,163
+25
38
$1.65M 0.54%
25,091
-1,585
39
$1.62M 0.53%
11,528
+4
40
$1.48M 0.48%
20,100
+80
41
$1.47M 0.48%
63,619
-1,195
42
$1.44M 0.47%
13,943
-205
43
$1.36M 0.45%
6,954
-169
44
$1.33M 0.44%
1,747
+35
45
$1.17M 0.39%
20,427
-576
46
$1.17M 0.38%
4,573
-41
47
$1.15M 0.38%
2,286
+59
48
$1.13M 0.37%
11,277
49
$1.02M 0.34%
27,328
50
$1.01M 0.33%
7,726
+25
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2
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