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 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
30
802
$2K ﹤0.01%
66
+18
803
$2K ﹤0.01%
110
+27
804
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24
805
$2K ﹤0.01%
35
-1,364
806
$2K ﹤0.01%
100
807
$2K ﹤0.01%
35
808
$2K ﹤0.01%
50
809
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44
+12
810
$2K ﹤0.01%
110
811
$2K ﹤0.01%
90
+24
812
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55
-7
813
$2K ﹤0.01%
100
814
$2K ﹤0.01%
188
815
$2K ﹤0.01%
+156
816
$2K ﹤0.01%
+43
817
$2K ﹤0.01%
51
+15
818
$2K ﹤0.01%
37
819
$2K ﹤0.01%
+34
820
$2K ﹤0.01%
80
821
$2K ﹤0.01%
74
+18
822
$2K ﹤0.01%
75
+3
823
$2K ﹤0.01%
38
824
$2K ﹤0.01%
102
-2,359
825
$2K ﹤0.01%
25
31 32
33
34 35