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
651
$4K ﹤0.01%
82
652
$4K ﹤0.01%
100
653
$4K ﹤0.01%
+159
654
$4K ﹤0.01%
319
655
$4K ﹤0.01%
108
656
$4K ﹤0.01%
88
657
$3K ﹤0.01%
150
658
$3K ﹤0.01%
240
659
$3K ﹤0.01%
+100
660
$3K ﹤0.01%
50
661
$3K ﹤0.01%
70
662
$3K ﹤0.01%
90
663
$3K ﹤0.01%
250
664
$3K ﹤0.01%
200
665
$3K ﹤0.01%
184
666
$3K ﹤0.01%
71
667
$3K ﹤0.01%
556
+45
668
$3K ﹤0.01%
102
-1,016
669
$3K ﹤0.01%
60
670
$3K ﹤0.01%
50
671
$3K ﹤0.01%
139
672
$2K ﹤0.01%
75
673
$2K ﹤0.01%
100
674
$2K ﹤0.01%
110
675
$2K ﹤0.01%
102
25 26
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