YWS

Yarger Wealth Strategies Portfolio holdings

AUM $191M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.5M
AUM Growth
+$824K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$3.56M
3 +$2.22M
4
DBI icon
Designer Brands
DBI
+$1.25M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$630K

Top Sells

1 +$411K
2 +$367K
3 +$214K
4
SBUX icon
Starbucks
SBUX
+$212K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$206K

Sector Composition

1 Consumer Discretionary 15.22%
2 Technology 7.81%
3 Healthcare 5.52%
4 Financials 2.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,326