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
$207M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.6M
3
+$984K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$771K
5
BA icon
Boeing
BA
+$584K

Top Sells

1
+$807K
2
+$693K
3
+$451K
4
JNJ icon
Johnson & Johnson
JNJ
+$370K
5
BX icon
Blackstone
BX
+$249K

Sector Composition

1 Financials 17.73%
2 Technology 15.57%
3 Healthcare 11.27%
4 Consumer Discretionary 11.07%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$18K 0.01%
366
+47
552
$18K 0.01%
269
-2
553
$18K 0.01%
316
-13
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$18K 0.01%
+291
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$18K 0.01%
258
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$18K 0.01%
80
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557
$17K 0.01%
415
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558
$17K 0.01%
500
559
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266
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560
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151
-20
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562
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453
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563
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150
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565
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750
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567
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569
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571
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572
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250
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150
574
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575
$16K 0.01%
265
21 22
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