YWS
Yarger Wealth Strategies Portfolio holdings
AUM
$191M
This Quarter Return
+8.78%
1 Year Return
+10.97%
3 Year Return
+46.46%
5 Year Return
–
10 Year Return
–
AUM
$92.8M
AUM Growth
–
Cap. Flow
+$92.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.2%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$12.6M |
| 2 |
Vanguard Value ETF
VTV
|
$6.97M |
| 3 |
Apple
AAPL
|
$6.35M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$5.64M |
| 5 |
Bath & Body Works
BBWI
|
$5.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 16.46% |
| 2 | Technology | 8.74% |
| 3 | Healthcare | 5.86% |
| 4 | Financials | 1.41% |
| 5 | Communication Services | 1.07% |
