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
276
$214K 0.05%
1,431
277
$209K 0.05%
5,548
278
$209K 0.05%
+4,575
279
$208K 0.05%
+3,590
280
$205K 0.05%
+784
281
$204K 0.04%
+991
282
$184K 0.04%
+12,175
283
$87K 0.02%
10,369
284
$11K ﹤0.01%
10,000
285
– –
-3,339
286
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-4,668
287
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-1,550
288
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-2,761
289
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-66,798
290
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-823
291
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292
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-1,649
293
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-491
294
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-1,127
295
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-29,472
296
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-1,937
297
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-3,748
298
– –
-8,512
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