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
626
$10K ﹤0.01%
400
627
$10K ﹤0.01%
350
628
$10K ﹤0.01%
209
+38
629
$10K ﹤0.01%
80
630
$10K ﹤0.01%
42
631
$10K ﹤0.01%
461
+84
632
$10K ﹤0.01%
316
-133
633
$10K ﹤0.01%
306
-124
634
$10K ﹤0.01%
834
+154
635
$10K ﹤0.01%
1,471
+274
636
$10K ﹤0.01%
+1,000
637
$9K ﹤0.01%
200
638
$9K ﹤0.01%
200
639
$9K ﹤0.01%
96
-8
640
$9K ﹤0.01%
330
641
$9K ﹤0.01%
86
642
$9K ﹤0.01%
93
643
$9K ﹤0.01%
189
+7
644
$9K ﹤0.01%
+534
645
$9K ﹤0.01%
362
646
$9K ﹤0.01%
57
647
$9K ﹤0.01%
100
648
$9K ﹤0.01%
252
-150
649
$9K ﹤0.01%
100
650
$9K ﹤0.01%
300
24 25
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