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 | |
|---|---|---|---|---|---|---|---|
| $493K | 0.2% | 16,759 | New | +$493K | |||
| $493K | 0.2% | 27,069 | New | +$493K | |||
| $482K | 0.2% | 5,317 | New | +$482K | |||
| $476K | 0.2% | 2,043 | New | +$476K | |||
| $471K | 0.2% | 4,419 | New | +$471K | |||
| $471K | 0.2% | 842 | New | +$471K | |||
| $449K | 0.19% | 22,676 | New | +$449K | |||
| $447K | 0.19% | 902 | New | +$447K | |||
| $419K | 0.17% | 25,777 | New | +$419K | |||
| $415K | 0.17% | 4,004 | New | +$415K | |||
| $410K | 0.17% | 2,054 | New | +$410K | |||
| $396K | 0.16% | 3,000 | New | +$396K | |||
| $364K | 0.15% | 994 | New | +$364K | |||
| $362K | 0.15% | 4,123 | New | +$362K | |||
| $356K | 0.15% | 3,714 | New | +$356K | |||
| $345K | 0.14% | 1,131 | New | +$345K | |||
| $324K | 0.13% | 1,546 | New | +$324K | |||
| $282K | 0.12% | 631 | New | +$282K | |||
| $269K | 0.11% | 7,410 | New | +$269K | |||
| $264K | 0.11% | 2,815 | New | +$264K | |||
| $257K | 0.11% | 5,695 | New | +$257K | |||
| $237K | 0.1% | 466 | New | +$237K | |||
| $225K | 0.09% | 3,818 | New | +$225K | |||
| $219K | 0.09% | 3,047 | New | +$219K | |||
| $218K | 0.09% | 3,313 | New | +$218K |
