YWM
Yukon Wealth Management Portfolio holdings
AUM
$280M
This Quarter Return
+11.36%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+16%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
5.97%
Top 10 Holdings %
Top 10 Hldgs %
52.2%
Holding
122
New
20
Increased
74
Reduced
19
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.85M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.49M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$3.11M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.93M |
| 5 |
iShares Select Dividend ETF
DVY
|
$1.73M |
Top Sells
| 1 |
Fidelity Total Bond ETF
FBND
|
$3.68M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$1.18M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$698K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$668K |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$665K |
Sector Composition
| 1 | Technology | 20.83% |
| 2 | Financials | 4.36% |
| 3 | Communication Services | 3.33% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Industrials | 2.35% |
