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
276
$104K 0.05%
2,126
-33
277
$103K 0.05%
5,105
-550
278
$103K 0.05%
4,550
+2,000
279
$101K 0.05%
840
+86
280
$101K 0.05%
2,157
+146
281
$100K 0.05%
1,399
+9
282
$100K 0.05%
3,823
283
$99K 0.05%
1,270
+2
284
$98K 0.05%
1,107
+568
285
$98K 0.05%
1,000
+250
286
$97K 0.05%
1,999
-33
287
$97K 0.05%
3,241
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288
$96K 0.05%
515
289
$96K 0.05%
1,888
-143
290
$95K 0.05%
2,862
291
$95K 0.05%
6,457
-1,866
292
$95K 0.05%
636
+50
293
$95K 0.05%
739
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294
$95K 0.05%
1,616
295
$94K 0.05%
2,000
296
$94K 0.05%
1,481
+155
297
$93K 0.05%
2,528
+308
298
$93K 0.05%
1,558
299
$93K 0.05%
1,400
300
$92K 0.05%
1,436
-18
10 11
12
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