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
$207M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.6M
3
+$984K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$771K
5
BA icon
Boeing
BA
+$584K

Top Sells

1
+$807K
2
+$693K
3
+$451K
4
JNJ icon
Johnson & Johnson
JNJ
+$370K
5
BX icon
Blackstone
BX
+$249K

Sector Composition

1 Financials 17.73%
2 Technology 15.57%
3 Healthcare 11.27%
4 Consumer Discretionary 11.07%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
31
+4
777
$3K ﹤0.01%
137
+50
778
$3K ﹤0.01%
3,000
779
$3K ﹤0.01%
60
780
$3K ﹤0.01%
+14
781
$3K ﹤0.01%
31
+7
782
$3K ﹤0.01%
57
+8
783
$2K ﹤0.01%
36
784
$2K ﹤0.01%
29
+7
785
$2K ﹤0.01%
30
786
$2K ﹤0.01%
+102
787
$2K ﹤0.01%
66
+18
788
$2K ﹤0.01%
110
+27
789
$2K ﹤0.01%
24
790
$2K ﹤0.01%
35
-1,364
791
$2K ﹤0.01%
33
792
$2K ﹤0.01%
40
+26
793
$2K ﹤0.01%
35
794
$2K ﹤0.01%
35
-15
795
$2K ﹤0.01%
31
796
$2K ﹤0.01%
50
797
$2K ﹤0.01%
+156
798
$2K ﹤0.01%
+43
799
$2K ﹤0.01%
51
+15
800
$2K ﹤0.01%
37
30 31
32
33 34