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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$5.27M
3 +$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1 +$2.12M
2 +$1.32M
3 +$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-834
252
-19,600