YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
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
811
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$909K
3
+$741K
4
LIN icon
Linde
LIN
+$678K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$401K

Top Sells

1
+$492K
2
+$460K
3
+$400K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$333K
5
NKE icon
Nike
NKE
+$284K

Sector Composition

1 Financials 16.78%
2 Technology 16.75%
3 Healthcare 12.38%
4 Consumer Discretionary 10.11%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K 0.01%
900
427
$23K 0.01%
982
428
$23K 0.01%
266
429
$23K 0.01%
+1,398
430
$23K 0.01%
339
431
$23K 0.01%
806
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432
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+347
433
$23K 0.01%
1,011
+137
434
$23K 0.01%
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435
$23K 0.01%
518
436
$22K 0.01%
1,280
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437
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413
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$22K 0.01%
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439
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550
441
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500
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517
444
$22K 0.01%
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445
$22K 0.01%
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448
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1,300
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449
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625
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450
$22K 0.01%
567
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16 17
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