YWS

Yarger Wealth Strategies Portfolio holdings

AUM $233M
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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 +$3.97M
2 +$2.75M
3 +$2.37M
4
DBI icon
Designer Brands
DBI
+$1.4M
5
BBWI icon
Bath & Body Works
BBWI
+$847K

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