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
526
$15K 0.01%
304
-112
527
$14K 0.01%
666
-110
528
$14K 0.01%
421
529
$14K 0.01%
441
-267
530
$14K 0.01%
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531
$14K 0.01%
500
532
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252
533
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200
534
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200
535
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319
536
$14K 0.01%
670
-110
537
$13K 0.01%
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538
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539
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150
540
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541
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522
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542
$13K 0.01%
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543
$12K 0.01%
800
544
$12K 0.01%
269
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545
$12K 0.01%
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548
$12K 0.01%
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549
$12K 0.01%
1,021
550
$12K 0.01%
780
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