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
76
$540K 0.19%
3,502
+2
77
$539K 0.19%
8,689
+28
78
$521K 0.19%
844
+2
79
$516K 0.18%
+10,093
80
$503K 0.18%
5,428
+111
81
$501K 0.18%
4,424
+5
82
$497K 0.18%
914
+12
83
$480K 0.17%
25,777
84
$473K 0.17%
4,653
+649
85
$463K 0.17%
10,235
-118
86
$459K 0.16%
2,068
+25
87
$444K 0.16%
2,060
+6
88
$422K 0.15%
4,320
+197
89
$405K 0.14%
3,013
+13
90
$394K 0.14%
+774
91
$388K 0.14%
+4,988
92
$379K 0.14%
1,033
+39
93
$353K 0.13%
3,720
+6
94
$351K 0.13%
+3,117
95
$345K 0.12%
9,084
+1,674
96
$300K 0.11%
1,616
+70
97
$298K 0.11%
643
+12
98
$279K 0.1%
4,468
+650
99
$276K 0.1%
+4,122
100
$270K 0.1%
5,485
-210
1 2 3
4
5