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
601
$8K ﹤0.01%
500
602
$7K ﹤0.01%
130
603
$7K ﹤0.01%
62
-682
604
$7K ﹤0.01%
400
605
$7K ﹤0.01%
209
606
$7K ﹤0.01%
275
607
$7K ﹤0.01%
1,000
608
$7K ﹤0.01%
256
609
$7K ﹤0.01%
417
610
$7K ﹤0.01%
83
+4
611
$6K ﹤0.01%
413
+38
612
$6K ﹤0.01%
75
613
$6K ﹤0.01%
160
614
$6K ﹤0.01%
122
615
$6K ﹤0.01%
132
616
$6K ﹤0.01%
94
-2,080
617
$6K ﹤0.01%
80
618
$6K ﹤0.01%
80
+40
619
$6K ﹤0.01%
102
-301
620
$6K ﹤0.01%
200
621
$6K ﹤0.01%
405
-240
622
$6K ﹤0.01%
50
623
$6K ﹤0.01%
52
624
$6K ﹤0.01%
230
625
$6K ﹤0.01%
450
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