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
701
$1K ﹤0.01%
38
702
$1K ﹤0.01%
16
703
$1K ﹤0.01%
40
704
$1K ﹤0.01%
18
705
$1K ﹤0.01%
279
706
$1K ﹤0.01%
20
-1,859
707
$1K ﹤0.01%
66
-1,168
708
$1K ﹤0.01%
30
709
$1K ﹤0.01%
59
-18
710
$1K ﹤0.01%
31
711
$1K ﹤0.01%
100
712
$1K ﹤0.01%
20
713
$1K ﹤0.01%
22
-2,719
714
$1K ﹤0.01%
50
715
$1K ﹤0.01%
+15
716
$1K ﹤0.01%
75
717
$1K ﹤0.01%
100
718
$1K ﹤0.01%
21
-21
719
$1K ﹤0.01%
14
720
$1K ﹤0.01%
10
-1,141
721
$1K ﹤0.01%
44
722
$1K ﹤0.01%
11
723
$1K ﹤0.01%
37
724
$1K ﹤0.01%
40
725
$1K ﹤0.01%
45
27 28
29
30 31