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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$129K 0.06%
1,470
+2
252
$128K 0.06%
2,273
-6
253
$127K 0.06%
8,603
254
$126K 0.06%
1,439
+23
255
$125K 0.06%
1,090
256
$124K 0.06%
+3,087
257
$124K 0.06%
1,954
+64
258
$123K 0.05%
696
+59
259
$121K 0.05%
1,595
+969
260
$119K 0.05%
174
-2
261
$118K 0.05%
4,950
+87
262
$118K 0.05%
1,236
+28
263
$116K 0.05%
2,495
-18
264
$116K 0.05%
515
265
$114K 0.05%
1,201
+66
266
$113K 0.05%
806
267
$111K 0.05%
483
-4
268
$111K 0.05%
2,088
+125
269
$110K 0.05%
572
+103
270
$109K 0.05%
2,556
+38
271
$108K 0.05%
7,400
-250
272
$108K 0.05%
910
273
$107K 0.05%
543
+7
274
$106K 0.05%
4,800
+1,191
275
$106K 0.05%
4,270
-32
9 10
11
12 13