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
$382M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.24M
3
+$1.14M
4
VUG icon
Vanguard Growth ETF
VUG
+$904K
5
ADBE icon
Adobe
ADBE
+$824K

Top Sells

1
+$1.58M
2
+$812K
3
+$803K
4
UNH icon
UnitedHealth
UNH
+$684K
5
MSCI icon
MSCI
MSCI
+$592K

Sector Composition

1 Technology 20.29%
2 Financials 15.92%
3 Healthcare 12.92%
4 Communication Services 7.76%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.07%
2,859
-168
227
$257K 0.07%
935
-167
228
$256K 0.07%
4,097
+995
229
$256K 0.07%
4,612
+384
230
$253K 0.07%
3,450
+1,324
231
$253K 0.07%
+4,492
232
$251K 0.07%
2,713
+302
233
$249K 0.07%
5,459
+630
234
$247K 0.06%
1,942
+6
235
$246K 0.06%
97,867
-7,195
236
$246K 0.06%
4,477
-329
237
$245K 0.06%
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238
$244K 0.06%
1,212
239
$243K 0.06%
+640
240
$241K 0.06%
8,303
-146
241
$240K 0.06%
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-30
242
$240K 0.06%
9,260
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243
$239K 0.06%
29,068
+1,574
244
$236K 0.06%
+2,082
245
$235K 0.06%
596
246
$231K 0.06%
1,831
+27
247
$229K 0.06%
779
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248
$228K 0.06%
1,666
+10
249
$227K 0.06%
1,535
-85
250
$225K 0.06%
1,649
+232
8 9
10
11 12