YWS
Yarger Wealth Strategies Portfolio holdings
AUM
$233M
1-Year Est. Return
16.35%
This Fund
S&P 500
1 Year Est. Return
+16.35%
AUM
$233M
AUM Growth
+$14.6M
(+6.7%)
Holding
131
Top Buys
| 1 | +$6.88M | |
| 2 | +$862K | |
| 3 | +$774K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$769K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$536K |
Top Sells
| 1 | +$1.49M | |
| 2 | +$945K | |
| 3 | +$792K | |
| 4 |
Innovator Nasdaq-100 Managed Floor ETF
QFLR
|
+$708K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$412K |
Sector Composition
| 1 | Technology | 9.77% |
| 2 | Consumer Discretionary | 5.63% |
| 3 | Financials | 3.34% |
| 4 | Communication Services | 1.81% |
| 5 | Healthcare | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.5B
| – | – |
-4,808
|
|
||
127
Lucid Diagnostics
LUCD
$189M
| – | – |
-17,123
|
|
||
128
Synopsys
SNPS
$79.2B
| – | – |
-813
|
|
||
129
Victoria's Secret
VSCO
$5.03B
| – | – |
-12,198
|
|
||
|
BSCY
130
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$471M
| – | – |
-44,972
|
|
||
|
ETHA
131
iShares Ethereum Trust ETF
ETHA
$1.11B
| – | – |
-7,676
|
|