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
51
$976K 0.32%
2,860
-58
52
$920K 0.3%
25,184
+193
53
$906K 0.3%
13,945
+1,447
54
$850K 0.28%
1,158
+80
55
$830K 0.27%
1,074
+5
56
$797K 0.26%
4,296
-271
57
$762K 0.25%
6,415
-90
58
$708K 0.23%
7,585
-3,221
59
$708K 0.23%
15,121
60
$704K 0.23%
1,145
+8
61
$698K 0.23%
7,334
-210
62
$696K 0.23%
3,335
63
$670K 0.22%
15,423
-1
64
$661K 0.22%
3,291
+30
65
$645K 0.21%
5,386
+8
66
$639K 0.21%
9,466
-950
67
$625K 0.21%
8,570
+32
68
$619K 0.2%
19,802
+50
69
$606K 0.2%
17,056
+157
70
$605K 0.2%
11,369
-1,120
71
$592K 0.19%
11,339
72
$569K 0.19%
8,716
+27
73
$565K 0.19%
3,675
+13
74
$563K 0.18%
846
+2
75
$554K 0.18%
4,428
+4
1 2
3
4 5