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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$111K 0.06%
800
252
$111K 0.06%
2,426
-297
253
$111K 0.06%
1,445
-31
254
$110K 0.06%
1,066
-22
255
$110K 0.06%
2,515
+65
256
$109K 0.06%
3,000
257
$109K 0.06%
1,551
+1,517
258
$108K 0.06%
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259
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755
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260
$108K 0.06%
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261
$107K 0.06%
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262
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263
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264
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265
$106K 0.06%
1,078
-40
266
$106K 0.06%
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267
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$106K 0.06%
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$106K 0.06%
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270
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12,435
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271
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272
$105K 0.05%
582
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273
$105K 0.05%
+1,058
274
$105K 0.05%
802
-65
275
$104K 0.05%
2,548
+256
9 10
11
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