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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$150K 0.07%
2,052
-101
227
$150K 0.07%
1,355
228
$148K 0.07%
995
-250
229
$148K 0.07%
1,775
-11
230
$146K 0.06%
778
-249
231
$144K 0.06%
846
-1
232
$143K 0.06%
701
-44
233
$143K 0.06%
1,257
234
$142K 0.06%
993
+122
235
$141K 0.06%
3,415
+71
236
$138K 0.06%
950
-10
237
$138K 0.06%
830
+6
238
$138K 0.06%
2,396
-146
239
$137K 0.06%
2,522
+85
240
$137K 0.06%
3,325
-24
241
$137K 0.06%
2,754
-6
242
$136K 0.06%
999
-41
243
$136K 0.06%
812
+104
244
$134K 0.06%
514
+89
245
$133K 0.06%
2,174
-295
246
$133K 0.06%
1,531
-4
247
$133K 0.06%
3,076
+700
248
$131K 0.06%
1,717
+85
249
$131K 0.06%
975
-3
250
$131K 0.06%
1,694
+19
8 9
10
11 12