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
401
$26K 0.01%
333
-686
402
$26K 0.01%
346
403
$26K 0.01%
441
404
$26K 0.01%
264
405
$26K 0.01%
200
406
$26K 0.01%
606
407
$25K 0.01%
386
-938
408
$25K 0.01%
194
409
$25K 0.01%
922
-1,700
410
$25K 0.01%
535
411
$25K 0.01%
225
412
$25K 0.01%
486
413
$24K 0.01%
+126
414
$24K 0.01%
294
415
$24K 0.01%
638
416
$24K 0.01%
540
-5
417
$24K 0.01%
599
+139
418
$24K 0.01%
278
419
$24K 0.01%
1,143
+255
420
$24K 0.01%
536
421
$24K 0.01%
200
422
$23K 0.01%
+810
423
$23K 0.01%
982
424
$23K 0.01%
266
425
$23K 0.01%
403
15 16
17
18 19