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
676
$2K ﹤0.01%
54
-115
677
$2K ﹤0.01%
100
678
$2K ﹤0.01%
125
679
$2K ﹤0.01%
50
680
$2K ﹤0.01%
102
681
$2K ﹤0.01%
33
682
$2K ﹤0.01%
35
683
$2K ﹤0.01%
58
684
$2K ﹤0.01%
83
685
$2K ﹤0.01%
100
686
$2K ﹤0.01%
30
687
$2K ﹤0.01%
28
-4
688
$2K ﹤0.01%
75
689
$2K ﹤0.01%
2,000
690
$2K ﹤0.01%
50
691
$2K ﹤0.01%
29
692
$2K ﹤0.01%
100
693
$2K ﹤0.01%
46
694
$2K ﹤0.01%
25
695
$2K ﹤0.01%
+18
696
$2K ﹤0.01%
112
697
$2K ﹤0.01%
75
698
$2K ﹤0.01%
100
699
$2K ﹤0.01%
110
700
$1K ﹤0.01%
40
26 27
28
29 30