YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$889K
3
+$671K
4
LIN icon
Linde
LIN
+$670K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$370K

Top Sells

1
+$507K
2
+$460K
3
+$400K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$334K
5
NKE icon
Nike
NKE
+$282K

Sector Composition

1 Financials 16.78%
2 Technology 16.76%
3 Healthcare 12.38%
4 Consumer Discretionary 10.11%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81K 0.04%
1,508
277
$81K 0.04%
1,400
278
$80K 0.04%
1,537
-204
279
$80K 0.04%
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280
$80K 0.04%
319
281
$80K 0.04%
463
282
$79K 0.04%
1,461
283
$79K 0.04%
4,800
284
$78K 0.04%
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-438
285
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1,169
+1,069
286
$78K 0.04%
2,339
-50
287
$77K 0.04%
800
288
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289
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290
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291
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1,254
292
$71K 0.04%
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293
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294
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1,299
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295
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1,492
296
$69K 0.04%
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297
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1,300
298
$69K 0.04%
750
299
$68K 0.04%
736
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300
$68K 0.04%
1,978
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