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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$314K 0.07%
2,773
+1,025
227
$311K 0.07%
38,562
+12,138
228
$311K 0.07%
5,457
-109
229
$308K 0.07%
1,936
-13
230
$307K 0.07%
1,419
231
$307K 0.07%
4,228
-104
232
$306K 0.07%
3,690
+21
233
$306K 0.07%
1,597
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234
$306K 0.07%
+10,170
235
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1,371
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236
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32,211
237
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4,147
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238
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+1,248
239
$303K 0.07%
3,027
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240
$300K 0.07%
5,886
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241
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242
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2,546
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243
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244
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245
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246
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4,287
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247
$281K 0.06%
2,032
248
$274K 0.06%
3,375
249
$274K 0.06%
1,804
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250
$274K 0.06%
3,383
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10
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