YWM

Yukon Wealth Management Portfolio holdings

AUM $280M
This Quarter Est. Return
1 Year Est. Return
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 +$4.85M
2 +$3.49M
3 +$3.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.93M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.73M

Top Sells

1 +$3.68M
2 +$1.18M
3 +$698K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$668K
5
SPYV icon
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%