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
826
$2K ﹤0.01%
+32
827
$2K ﹤0.01%
33
+2
828
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61
-18
829
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100
830
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35
831
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44
+12
832
$2K ﹤0.01%
110
833
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90
+24
834
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55
-7
835
$2K ﹤0.01%
100
836
$2K ﹤0.01%
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837
$1K ﹤0.01%
47
838
$1K ﹤0.01%
100
839
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+46
840
$1K ﹤0.01%
23
-128
841
$1K ﹤0.01%
20
842
$1K ﹤0.01%
16
843
$1K ﹤0.01%
75
844
$1K ﹤0.01%
7
845
$1K ﹤0.01%
43
846
$1K ﹤0.01%
40
847
$1K ﹤0.01%
45
848
$1K ﹤0.01%
53
849
$1K ﹤0.01%
6
850
$1K ﹤0.01%
40
32 33
34
35 36