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
426
$23K 0.01%
1,500
427
$23K 0.01%
216
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428
$23K 0.01%
385
429
$23K 0.01%
900
430
$23K 0.01%
518
431
$23K 0.01%
+1,398
432
$23K 0.01%
339
433
$23K 0.01%
806
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434
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$23K 0.01%
1,011
+137
436
$22K 0.01%
785
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437
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550
438
$22K 0.01%
625
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439
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567
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416
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442
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443
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1,280
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$22K 0.01%
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446
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517
447
$22K 0.01%
2,110
448
$22K 0.01%
375
449
$22K 0.01%
450
450
$22K 0.01%
1,802
+246
16 17
18
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