YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
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
+$896K
2
+$374K
3
+$243K
4
ABEV icon
Ambev
ABEV
+$154K
5
MDLZ icon
Mondelez International
MDLZ
+$122K

Top Sells

1
+$3.21M
2
+$2.85M
3
+$2.82M
4
META icon
Meta Platforms (Facebook)
META
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 18.13%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.68%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$89K 0.04%
691
+1
302
$88K 0.04%
1,492
+14
303
$88K 0.04%
1,867
-23
304
$87K 0.04%
1,254
-400
305
$86K 0.04%
1,481
306
$82K 0.04%
544
-4,403
307
$82K 0.04%
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308
$82K 0.04%
2,823
309
$82K 0.04%
1,978
310
$82K 0.04%
2,389
311
$81K 0.04%
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312
$79K 0.04%
837
313
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2,720
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314
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415
315
$74K 0.03%
519
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316
$74K 0.03%
1,028
317
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321
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322
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912
323
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3,400
324
$69K 0.03%
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325
$69K 0.03%
1,101
11 12
13
14 15