YWM
Yukon Wealth Management Portfolio holdings
AUM
$280M
This Quarter Return
-3.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 |
iShares Select Dividend ETF
DVY
|
$21.4M |
| 2 |
Apple
AAPL
|
$21M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Merck
MRK
$211B
| $211K | 0.09% |
+2,349
| New | +$211K |
|
102
Anavex Life Sciences
AVXL
$810M
| $147K | 0.06% |
+17,149
| New | +$147K |
|