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
301
$92K 0.05%
364
-5
302
$91K 0.05%
1,389
-109
303
$90K 0.05%
762
+31
304
$90K 0.05%
2,157
+252
305
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520
-66
306
$89K 0.05%
3,696
+528
307
$89K 0.05%
806
-80
308
$88K 0.05%
4,377
+265
309
$88K 0.05%
1,978
310
$85K 0.04%
4,036
+550
311
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3,884
+37
312
$85K 0.04%
1,152
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313
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776
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314
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315
$83K 0.04%
4,800
316
$82K 0.04%
1,275
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317
$81K 0.04%
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318
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319
$80K 0.04%
1,249
320
$79K 0.04%
1,469
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321
$79K 0.04%
538
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322
$78K 0.04%
1,329
323
$78K 0.04%
3,000
324
$77K 0.04%
900
325
$77K 0.04%
2,160
-205
11 12
13
14 15