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
51
$868K 0.36%
+10,620
52
$866K 0.36%
+7,251
53
$845K 0.35%
+8,519
54
$835K 0.35%
+4,483
55
$765K 0.32%
+24,651
56
$741K 0.31%
+4,470
57
$717K 0.3%
+1,065
58
$706K 0.29%
+7,536
59
$686K 0.28%
+6,558
60
$673K 0.28%
+19,703
61
$640K 0.27%
+6,226
62
$616K 0.26%
+11,765
63
$611K 0.25%
+3,586
64
$601K 0.25%
+15,271
65
$580K 0.24%
+3,656
66
$580K 0.24%
+12,385
67
$571K 0.24%
+3,248
68
$545K 0.23%
+15,596
69
$544K 0.23%
+943
70
$541K 0.22%
+3,500
71
$535K 0.22%
+9,719
72
$530K 0.22%
+2,683
73
$510K 0.21%
+10,353
74
$505K 0.21%
+8,661
75
$495K 0.21%
+21,265
1 2
3
4 5