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
$80.7M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$2.28M
3 +$1M
4
AGL icon
Agilon Health
AGL
+$493K
5
SBUX icon
Starbucks
SBUX
+$235K

Sector Composition

1 Consumer Discretionary 15.03%
2 Technology 6.53%
3 Healthcare 4.69%
4 Financials 2.11%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-34,002