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
$397M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.51M
3
+$668K
4
ADSK icon
Autodesk
ADSK
+$617K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$453K

Top Sells

1
+$2.66M
2
+$712K
3
+$702K
4
ZTS icon
Zoetis
ZTS
+$521K
5
ADBE icon
Adobe
ADBE
+$519K

Sector Composition

1 Technology 22.41%
2 Financials 16.66%
3 Healthcare 13.23%
4 Communication Services 10.79%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.07%
3,375
227
$269K 0.07%
1,895
+50
228
$264K 0.07%
1,092
229
$260K 0.07%
1,355
+126
230
$259K 0.07%
2,032
+2
231
$258K 0.06%
+917
232
$258K 0.06%
+1,575
233
$257K 0.06%
15,000
234
$254K 0.06%
+1,757
235
$253K 0.06%
+1,696
236
$246K 0.06%
3,149
+339
237
$245K 0.06%
1,447
238
$244K 0.06%
1,018
239
$236K 0.06%
995
240
$234K 0.06%
5,555
+9
241
$233K 0.06%
4,043
242
$231K 0.06%
3,289
-10,001
243
$227K 0.06%
1,981
244
$227K 0.06%
1,864
+162
245
$226K 0.06%
2,565
-2,314
246
$223K 0.06%
+3,291
247
$219K 0.06%
+1,854
248
$219K 0.06%
+1,937
249
$219K 0.06%
+1,156
250
$219K 0.06%
1,697
+24
7 8 9
10
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