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
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$374K
3
+$265K
4
ABEV icon
Ambev
ABEV
+$148K
5
ETSY icon
Etsy
ETSY
+$132K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.71M
5
META icon
Meta Platforms (Facebook)
META
+$1.41M

Sector Composition

1 Technology 18.14%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.69%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$103K 0.05%
1,019
-24
277
$103K 0.05%
2,922
+422
278
$103K 0.05%
628
279
$102K 0.05%
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280
$102K 0.05%
706
281
$102K 0.05%
5,000
+1,500
282
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4,000
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283
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251
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284
$100K 0.05%
4,800
285
$99K 0.05%
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286
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630
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287
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410
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288
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289
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463
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290
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291
$94K 0.04%
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292
$94K 0.04%
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293
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294
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295
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296
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298
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299
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300
$90K 0.04%
3,164
+1,306
10 11
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