YWM
Yukon Wealth Management Portfolio holdings
AUM
$174M
1-Year Est. Return
20.38%
This Fund
S&P 500
1 Year Est. Return
+20.38%
AUM
$305M
AUM Growth
+$25.5M
(+9.1%)
Holding
134
Top Buys
| 1 | +$1.11M | |
| 2 | +$729K | |
| 3 | +$532K | |
| 4 |
Amazon
AMZN
|
+$423K |
| 5 |
JPMorgan Income ETF
JPIE
|
+$399K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.16M | |
| 3 | +$562K | |
| 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
$28.2B
| $201K | 0.07% |
+604
|
|
||
127
Anavex Life Sciences
AVXL
$431M
| $151K | 0.05% |
16,992
-157
|
|
||
128
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.64B
| $101K | 0.03% |
+11,092
|
|
||
|
129
Atmos Energy
ATO
$30.6B
| – | – |
-3,502
|
|
||
130
JPMorgan Equity Premium Income ETF
JEPI
$43.6B
| – | – |
-20,348
|
|
||
|
131
iShares Short Maturity Bond ETF
NEAR
$4.07B
| – | – |
-10,093
|
|
||
132
TMC The Metals Company
TMC
$2.37B
| – | – |
-19,002
|
|
||
133
Invesco Senior Loan ETF
BKLN
$6.37B
| – | – |
-9,589
|
|
||
134
iShares Gold Trust
IAU
$82.7B
| – | – |
-4,468
|
|