YWM
Yukon Wealth Management Portfolio holdings
AUM $241M
AUM
$241M
AUM Growth
–
Cap. Flow
+$241M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
51.4%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $21.4M | |
| 2 | $21M | |
| 3 | $19.4M | |
| 4 | $15.8M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $868K | 0.36% | 10,620 | New | +$868K | |||
| $866K | 0.36% | 7,251 | New | +$866K | |||
| $845K | 0.35% | 8,519 | New | +$845K | |||
| $835K | 0.35% | 4,483 | New | +$835K | |||
| $765K | 0.32% | 24,651 | New | +$765K | |||
| $741K | 0.31% | 4,470 | New | +$741K | |||
| $717K | 0.3% | 1,065 | New | +$717K | |||
| $706K | 0.29% | 7,536 | New | +$706K | |||
| $686K | 0.28% | 6,558 | New | +$686K | |||
| $673K | 0.28% | 19,703 | New | +$673K | |||
| $640K | 0.27% | 6,226 | New | +$640K | |||
| $616K | 0.26% | 11,765 | New | +$616K | |||
| $611K | 0.25% | 3,586 | New | +$611K | |||
| $601K | 0.25% | 15,271 | New | +$601K | |||
| $580K | 0.24% | 3,656 | New | +$580K | |||
| $580K | 0.24% | 12,385 | New | +$580K | |||
| $571K | 0.24% | 3,248 | New | +$571K | |||
| $545K | 0.23% | 15,596 | New | +$545K | |||
| $544K | 0.23% | 943 | New | +$544K | |||
| $541K | 0.22% | 3,500 | New | +$541K | |||
| $535K | 0.22% | 9,719 | New | +$535K | |||
| $530K | 0.22% | 2,683 | New | +$530K | |||
| $510K | 0.21% | 10,353 | New | +$510K | |||
| $505K | 0.21% | 8,661 | New | +$505K | |||
| $495K | 0.21% | 21,265 | New | +$495K |
