YWS
Yarger Wealth Strategies Portfolio holdings
AUM
$191M
This Quarter Return
+4.55%
1 Year Return
+10.97%
3 Year Return
+46.46%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+8.7%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
50.01%
Holding
95
New
11
Increased
57
Reduced
18
Closed
–
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$320K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$259K |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$251K |
| 4 |
Apple
AAPL
|
$230K |
| 5 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$189K |
Sector Composition
| 1 | Consumer Discretionary | 6.9% |
| 2 | Technology | 6.7% |
| 3 | Financials | 2.56% |
| 4 | Communication Services | 1.01% |
| 5 | Consumer Staples | 0.96% |
