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
576
$10K 0.01%
200
577
$10K 0.01%
250
578
$10K 0.01%
400
579
$10K 0.01%
354
-389
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$10K 0.01%
80
581
$9K ﹤0.01%
200
582
$9K ﹤0.01%
330
583
$9K ﹤0.01%
643
-695
584
$9K ﹤0.01%
+325
585
$9K ﹤0.01%
201
-553
586
$9K ﹤0.01%
153
587
$9K ﹤0.01%
174
588
$9K ﹤0.01%
+445
589
$9K ﹤0.01%
580
590
$9K ﹤0.01%
351
-516
591
$9K ﹤0.01%
451
592
$9K ﹤0.01%
661
-3,093
593
$8K ﹤0.01%
114
594
$8K ﹤0.01%
200
595
$8K ﹤0.01%
+1,370
596
$8K ﹤0.01%
+461
597
$8K ﹤0.01%
100
598
$8K ﹤0.01%
534
599
$8K ﹤0.01%
418
600
$8K ﹤0.01%
55
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