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
651
$4K ﹤0.01%
32
652
$4K ﹤0.01%
82
653
$4K ﹤0.01%
100
654
$4K ﹤0.01%
+159
655
$4K ﹤0.01%
319
656
$4K ﹤0.01%
108
657
$3K ﹤0.01%
70
658
$3K ﹤0.01%
50
659
$3K ﹤0.01%
150
660
$3K ﹤0.01%
240
661
$3K ﹤0.01%
+100
662
$3K ﹤0.01%
50
663
$3K ﹤0.01%
90
664
$3K ﹤0.01%
250
665
$3K ﹤0.01%
200
666
$3K ﹤0.01%
184
667
$3K ﹤0.01%
71
668
$3K ﹤0.01%
556
+45
669
$3K ﹤0.01%
139
670
$3K ﹤0.01%
102
-1,016
671
$3K ﹤0.01%
60
672
$2K ﹤0.01%
17
673
$2K ﹤0.01%
110
674
$2K ﹤0.01%
120
675
$2K ﹤0.01%
100
-600
25 26
27
28 29