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
251
$274K 0.06%
1,212
+120
252
$268K 0.06%
2,586
253
$267K 0.06%
+932
254
$266K 0.06%
+4,129
255
$265K 0.06%
1,679
+352
256
$264K 0.06%
2,126
+372
257
$264K 0.06%
783
258
$258K 0.06%
1,417
+122
259
$258K 0.06%
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260
$256K 0.06%
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261
$256K 0.06%
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262
$254K 0.06%
3,102
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263
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264
$253K 0.06%
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265
$250K 0.05%
6,875
266
$245K 0.05%
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267
$239K 0.05%
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268
$237K 0.05%
3,214
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269
$236K 0.05%
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270
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1,837
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271
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272
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273
$223K 0.05%
+16,812
274
$218K 0.05%
1,037
275
$215K 0.05%
+7,404
8 9 10
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