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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$106K 0.05%
432
-29
277
$104K 0.05%
6,957
278
$104K 0.05%
1,962
279
$104K 0.05%
1,894
280
$104K 0.05%
827
+69
281
$103K 0.05%
684
-521
282
$103K 0.05%
2,799
+2,798
283
$102K 0.05%
800
284
$101K 0.04%
1,625
285
$101K 0.04%
1,122
-46
286
$100K 0.04%
5,000
+1,500
287
$100K 0.04%
1,195
288
$99K 0.04%
848
+20
289
$98K 0.04%
1,527
+106
290
$97K 0.04%
362
291
$97K 0.04%
242
-2
292
$97K 0.04%
1,400
293
$96K 0.04%
2,838
-72
294
$96K 0.04%
2,308
295
$95K 0.04%
2,016
+43
296
$94K 0.04%
319
297
$93K 0.04%
4,254
+168
298
$93K 0.04%
509
-4
299
$92K 0.04%
1,537
+20
300
$92K 0.04%
704
+8
10 11
12
13 14