YWM

Yukon Wealth Management Portfolio holdings

AUM $168M
1-Year Est. Return 23.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$729K
3
+$532K
4
AMZN icon
Amazon
AMZN
+$423K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$399K

Top Sells

1
+$1.73M
2
+$1.16M
3
+$562K
4
ATO icon
Atmos Energy
ATO
+$540K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$516K

Sector Composition

1 Technology 22.53%
2 Financials 4.21%
3 Communication Services 3.82%
4 Consumer Discretionary 2.48%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$299K 0.1%
+6,469
102
$299K 0.1%
4,122
103
$283K 0.09%
5,355
-130
104
$276K 0.09%
3,287
+108
105
$271K 0.09%
5,243
+237
106
$264K 0.09%
+368
107
$257K 0.08%
12,996
+2,331
108
$253K 0.08%
10,182
+2,617
109
$250K 0.08%
+2,729
110
$250K 0.08%
+2,613
111
$249K 0.08%
+10,080
112
$248K 0.08%
+1,704
113
$248K 0.08%
3,681
114
$244K 0.08%
2,886
115
$238K 0.08%
3,021
116
$235K 0.08%
482
+4
117
$225K 0.07%
2,815
-28
118
$224K 0.07%
+2,400
119
$221K 0.07%
+497
120
$219K 0.07%
862
121
$217K 0.07%
8,228
+23
122
$215K 0.07%
1,608
+67
123
$215K 0.07%
+2,556
124
$208K 0.07%
+1,478
125
$207K 0.07%
3,032
+42
2 3 4
5
6