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
76
$493K 0.2%
+16,759
77
$493K 0.2%
+27,069
78
$482K 0.2%
+5,317
79
$476K 0.2%
+2,043
80
$471K 0.2%
+4,419
81
$471K 0.2%
+842
82
$449K 0.19%
+22,676
83
$447K 0.19%
+902
84
$419K 0.17%
+25,777
85
$415K 0.17%
+4,004
86
$410K 0.17%
+2,054
87
$396K 0.16%
+3,000
88
$364K 0.15%
+994
89
$362K 0.15%
+4,123
90
$356K 0.15%
+3,714
91
$345K 0.14%
+1,131
92
$324K 0.13%
+1,546
93
$282K 0.12%
+631
94
$269K 0.11%
+7,410
95
$264K 0.11%
+2,815
96
$257K 0.11%
+5,695
97
$237K 0.1%
+466
98
$225K 0.09%
+3,818
99
$219K 0.09%
+3,047
100
$218K 0.09%
+3,313
1 2 3
4
5