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
51
$1.04M 0.37%
2,918
-1,430
52
$980K 0.35%
7,701
+450
53
$966K 0.35%
+27,328
54
$966K 0.35%
10,806
+186
55
$862K 0.31%
24,991
+340
56
$796K 0.28%
1,078
+135
57
$783K 0.28%
1,069
+4
58
$765K 0.27%
12,498
+113
59
$711K 0.25%
6,505
-53
60
$708K 0.25%
7,544
+8
61
$698K 0.25%
4,567
+97
62
$697K 0.25%
8,538
+19
63
$677K 0.24%
3,715
+59
64
$660K 0.24%
12,489
+724
65
$658K 0.24%
10,416
+697
66
$650K 0.23%
3,335
-1,148
67
$646K 0.23%
15,121
-150
68
$613K 0.22%
19,752
+49
69
$608K 0.22%
3,261
+13
70
$604K 0.22%
15,424
-172
71
$602K 0.22%
1,137
+6
72
$584K 0.21%
5,378
+12
73
$583K 0.21%
3,662
+76
74
$583K 0.21%
11,339
-12,573
75
$551K 0.2%
16,899
+140
1 2
3
4 5