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
501
$17K 0.01%
116
502
$17K 0.01%
175
503
$17K 0.01%
790
-139
504
$17K 0.01%
1,186
-380
505
$17K 0.01%
1,156
-366
506
$16K 0.01%
291
507
$16K 0.01%
1,265
508
$16K 0.01%
607
-133
509
$16K 0.01%
+500
510
$16K 0.01%
280
511
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557
+10
512
$16K 0.01%
1,500
513
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+1,000
514
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515
$16K 0.01%
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516
$16K 0.01%
787
517
$15K 0.01%
300
518
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267
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519
$15K 0.01%
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520
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728
521
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275
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522
$15K 0.01%
980
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523
$15K 0.01%
325
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524
$15K 0.01%
300
-500
525
$15K 0.01%
150
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