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
676
$2K ﹤0.01%
54
-115
677
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100
678
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125
679
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50
680
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33
681
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35
682
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58
683
$2K ﹤0.01%
83
684
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100
685
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17
686
$2K ﹤0.01%
110
687
$2K ﹤0.01%
120
688
$2K ﹤0.01%
100
-600
689
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30
690
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28
-4
691
$2K ﹤0.01%
75
692
$2K ﹤0.01%
2,000
693
$2K ﹤0.01%
50
694
$2K ﹤0.01%
29
695
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46
696
$2K ﹤0.01%
25
697
$2K ﹤0.01%
+18
698
$2K ﹤0.01%
112
699
$2K ﹤0.01%
100
700
$1K ﹤0.01%
30
26 27
28
29 30