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
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%
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-366
506
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+1,000
507
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1,045
508
$16K 0.01%
784
-136
509
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291
510
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1,265
511
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607
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512
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513
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560
514
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557
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516
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517
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519
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522
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300
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524
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525
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304
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