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
351
$41K 0.02%
965
352
$41K 0.02%
313
-17
353
$40K 0.02%
2,970
354
$40K 0.02%
1,031
+124
355
$39K 0.02%
2,715
356
$39K 0.02%
248
357
$39K 0.02%
378
358
$37K 0.02%
+777
359
$37K 0.02%
500
360
$36K 0.02%
581
361
$36K 0.02%
1,200
362
$36K 0.02%
490
363
$35K 0.02%
236
364
$35K 0.02%
807
365
$34K 0.02%
1,400
366
$34K 0.02%
180
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367
$34K 0.02%
500
368
$33K 0.02%
1,328
-96
369
$32K 0.02%
900
370
$32K 0.02%
250
371
$32K 0.02%
2,349
+1,262
372
$32K 0.02%
500
373
$32K 0.02%
50
374
$32K 0.02%
400
375
$32K 0.02%
550
13 14
15
16 17