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
$446M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$2.1M
3
+$1.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$723K
5
DOCU icon
DocuSign
DOCU
+$702K

Top Sells

1
+$2.11M
2
+$1.77M
3
+$1.45M
4
META icon
Meta Platforms (Facebook)
META
+$1.39M
5
ONTF icon
ON24
ONTF
+$668K

Sector Composition

1 Technology 22.64%
2 Financials 15.4%
3 Healthcare 13.79%
4 Communication Services 9.73%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$328K 0.07%
5,566
-47
227
$322K 0.07%
2,761
+824
228
$308K 0.07%
2,973
-10
229
$306K 0.07%
783
230
$303K 0.07%
+2,474
231
$297K 0.07%
3,375
232
$297K 0.07%
9,120
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233
$296K 0.07%
1,226
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234
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235
$293K 0.07%
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236
$286K 0.06%
32,211
237
$284K 0.06%
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238
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239
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240
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241
$278K 0.06%
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242
$277K 0.06%
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243
$276K 0.06%
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245
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3,275
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246
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5,315
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247
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5,556
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248
$259K 0.06%
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249
$258K 0.06%
+2,490
250
$257K 0.06%
2,481
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8 9
10
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