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 | |
|---|---|---|---|---|---|---|---|
| $211K | 0.09% | 2,349 | New | +$211K | |||
| $147K | 0.06% | 17,149 | New | +$147K |
