YWS
Yarger Wealth Strategies Portfolio holdings
AUM
$191M
This Quarter Return
+4.38%
1 Year Return
+10.97%
3 Year Return
+46.46%
5 Year Return
–
10 Year Return
–
AUM
$80.7M
AUM Growth
+$80.7M
(+7.1%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
5.49%
Top 10 Holdings %
Top 10 Hldgs %
63.12%
Holding
51
New
4
Increased
29
Reduced
8
Closed
5
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.11M |
| 2 |
Innovator US Equity Power Buffer ETF December
PDEC
|
$2.28M |
| 3 |
Bath & Body Works
BBWI
|
$1M |
| 4 |
Agilon Health
AGL
|
$493K |
| 5 |
Starbucks
SBUX
|
$235K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 15.03% |
| 2 | Technology | 6.53% |
| 3 | Healthcare | 4.69% |
| 4 | Financials | 2.11% |
| 5 | Consumer Staples | 0.67% |