YWP
YorkBridge Wealth Partners Portfolio holdings
AUM
$394M
1-Year Est. Return
15.56%
1 Year Est. Return
-15.56%
AUM
$394M
AUM Growth
+$6.33M
(+1.6%)
Holding
286
Top Buys
| 1 | +$3.25M | |
| 2 | +$2.35M | |
| 3 | +$1.6M | |
| 4 |
Illumina
ILMN
|
+$830K |
| 5 |
AvalonBay Communities
AVB
|
+$610K |
Top Sells
| 1 | +$3.17M | |
| 2 | +$3.09M | |
| 3 | +$2.77M | |
| 4 |
Apple
AAPL
|
+$2.1M |
| 5 |
Visa
V
|
+$1.74M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.67% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Consumer Staples | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Zebra Technologies
ZBRA
$14.9B
| – | – |
-877
|
|
||
277
United Parks & Resorts
PRKS
$2.87B
| – | – |
-4,387
|
|
||
|
ALTR
278
DELISTED
Altair Engineering Inc
ALTR
| – | – |
-4,852
|
|
||
|
COWN
279
DELISTED
Cowen Inc. Class A Common Stock
COWN
| – | – |
-80,055
|
|
||
|
SIVB
280
DELISTED
SVB Financial Group
SIVB
| – | – |
-596
|
|
||
281
Aecom
ACM
$17.3B
| – | – |
-4,543
|
|
||
282
AMN Healthcare
AMN
$754M
| – | – |
-2,658
|
|
||
283
Azenta
AZTA
$1.42B
| – | – |
-7,116
|
|
||
284
Bumble
BMBL
$549M
| – | – |
-9,944
|
|