YWM
Yukon Wealth Management Portfolio holdings
AUM
$280M
1 Year Est. Return
–
AUM
$241M
AUM Growth
–
Holding
102
Top Buys
| 1 | +$21.4M | |
| 2 | +$21M | |
| 3 | +$19.4M | |
| 4 |
NVIDIA
NVDA
|
+$15.8M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Merck
MRK
$216B
| $211K | 0.09% |
+2,349
|
|
||
102
Anavex Life Sciences
AVXL
$804M
| $147K | 0.06% |
+17,149
|
|