YWM
Yukon Wealth Management Portfolio holdings
AUM
$168M
1-Year Est. Return
23.61%
This Fund
S&P 500
1 Year Est. Return
+23.61%
AUM
$168M
AUM Growth
-$5.99M
(-3.5%)
Holding
82
Top Buys
| 1 | +$1.34M | |
| 2 | +$495K | |
| 3 | +$186K | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$117K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$114K |
Top Sells
| 1 | +$564K | |
| 2 | +$530K | |
| 3 | +$521K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$409K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$398K |
Sector Composition
| 1 | Technology | 4.69% |
| 2 | Communication Services | 1.92% |
| 3 | Consumer Discretionary | 1.41% |
| 4 | Healthcare | 0.48% |
| 5 | Financials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Small-Cap ETF
VB
$77.3B
| $226K | 0.13% |
862
|
|
||
77
iShares Gold Trust
IAU
$67.1B
| $224K | 0.13% |
2,541
-85
|
|
||
78
Schwab US Large- Cap ETF
SCHX
$70.8B
| $212K | 0.13% |
8,276
+24
|
|
||
79
Anavex Life Sciences
AVXL
$238M
| $37K | 0.02% |
12,045
-6,000
|
|
||
80
JPMorgan Income ETF
JPIE
$9.31B
| – | – |
-11,248
|
|
||
81
Southwest Airlines
LUV
$20.3B
| – | – |
-4,075
|
|
||
82
iShares Short Maturity Bond ETF
NEAR
$4.57B
| – | – |
-10,373
|
|