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
626
$6K ﹤0.01%
415
627
$6K ﹤0.01%
132
628
$6K ﹤0.01%
94
-2,080
629
$6K ﹤0.01%
115
630
$6K ﹤0.01%
100
631
$6K ﹤0.01%
304
-3,096
632
$5K ﹤0.01%
50
633
$5K ﹤0.01%
130
634
$5K ﹤0.01%
44
635
$5K ﹤0.01%
28
636
$5K ﹤0.01%
401
-139
637
$5K ﹤0.01%
66
638
$5K ﹤0.01%
176
639
$5K ﹤0.01%
37
-745
640
$5K ﹤0.01%
106
641
$5K ﹤0.01%
347
+27
642
$5K ﹤0.01%
538
-554
643
$4K ﹤0.01%
100
644
$4K ﹤0.01%
186
645
$4K ﹤0.01%
96
646
$4K ﹤0.01%
67
647
$4K ﹤0.01%
66
648
$4K ﹤0.01%
88
649
$4K ﹤0.01%
100
650
$4K ﹤0.01%
60
24 25
26
27 28