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
601
$8K ﹤0.01%
500
602
$7K ﹤0.01%
1,000
603
$7K ﹤0.01%
256
604
$7K ﹤0.01%
417
605
$7K ﹤0.01%
83
+4
606
$7K ﹤0.01%
130
607
$7K ﹤0.01%
62
-682
608
$7K ﹤0.01%
400
609
$7K ﹤0.01%
209
610
$7K ﹤0.01%
275
611
$6K ﹤0.01%
413
+38
612
$6K ﹤0.01%
160
613
$6K ﹤0.01%
80
614
$6K ﹤0.01%
80
+40
615
$6K ﹤0.01%
200
616
$6K ﹤0.01%
405
-240
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$6K ﹤0.01%
122
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$6K ﹤0.01%
102
-301
619
$6K ﹤0.01%
50
620
$6K ﹤0.01%
52
621
$6K ﹤0.01%
150
622
$6K ﹤0.01%
834
623
$6K ﹤0.01%
500
624
$6K ﹤0.01%
75
625
$6K ﹤0.01%
300
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