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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.07%
15,000
227
$232K 0.07%
+3,623
228
$230K 0.07%
3,160
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229
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231
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+31
232
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+1,925
233
$218K 0.06%
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234
$215K 0.06%
1,527
-2
235
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+39
236
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237
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238
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239
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240
$203K 0.06%
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241
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244
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246
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247
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248
– –
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6 7 8 9
10