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
76
$530K 0.17%
25,877
+100
77
$530K 0.17%
2,108
+40
78
$515K 0.17%
3,024
+11
79
$514K 0.17%
+17,242
80
$500K 0.16%
2,065
+5
81
$491K 0.16%
4,767
+114
82
$489K 0.16%
3,017
-698
83
$487K 0.16%
10,239
+4
84
$482K 0.16%
5,059
-369
85
$474K 0.16%
2,596
-10,649
86
$468K 0.15%
4,536
+216
87
$439K 0.14%
1,084
+51
88
$415K 0.14%
928
+14
89
$400K 0.13%
+8,610
90
$392K 0.13%
4,988
91
$392K 0.13%
1,693
+77
92
$386K 0.13%
788
+14
93
$380K 0.12%
+6,172
94
$372K 0.12%
+11,801
95
$355K 0.12%
2,933
-184
96
$354K 0.12%
8,946
-138
97
$328K 0.11%
656
+13
98
$311K 0.1%
3,205
-515
99
$301K 0.1%
+2,987
100
$300K 0.1%
1,853
+76
2 3
4
5 6