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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$130K 0.07%
6,044
+6,000
227
$128K 0.07%
3,767
-44
228
$127K 0.07%
977
-184
229
$126K 0.07%
1,558
-1,225
230
$126K 0.07%
202
-16
231
$125K 0.06%
2,700
-300
232
$123K 0.06%
1,365
-25
233
$122K 0.06%
680
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234
$122K 0.06%
1,095
-2
235
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286
236
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2,150
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237
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238
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239
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240
$118K 0.06%
1,091
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241
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242
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243
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244
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245
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246
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206
247
$113K 0.06%
18,400
-23,450
248
$113K 0.06%
634
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249
$113K 0.06%
2,836
+391
250
$111K 0.06%
2,845
-50
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10
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