YWM
Yukon Wealth Management Portfolio holdings
AUM
$305M
1 Year Est. Return
–
AUM
$305M
AUM Growth
+$25.5M
(+9.1%)
Holding
134
Top Buys
| 1 | +$1.11M | |
| 2 | +$748K | |
| 3 | +$546K | |
| 4 |
Rigetti Computing
RGTI
|
+$514K |
| 5 |
Amazon
AMZN
|
+$411K |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.16M | |
| 3 | +$584K | |
| 4 |
Atmos Energy
ATO
|
+$540K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
iShares S&P 100 ETF
OEF
$29B
| $201K | 0.07% |
+604
|
|
||
127
Anavex Life Sciences
AVXL
$395M
| $151K | 0.05% |
16,992
-157
|
|
||
128
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.62B
| $101K | 0.03% |
+11,092
|
|
||
|
129
iShares Short Maturity Bond ETF
NEAR
$3.76B
| – | – |
-10,093
|
|
||
|
130
Atmos Energy
ATO
$27.6B
| – | – |
-3,502
|
|
||
131
Invesco Senior Loan ETF
BKLN
$6.38B
| – | – |
-9,589
|
|
||
132
iShares Gold Trust
IAU
$65.5B
| – | – |
-4,468
|
|
||
133
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
| – | – |
-20,348
|
|
||
134
TMC The Metals Company
TMC
$3.23B
| – | – |
-19,002
|
|