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
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%
1,249
308
$82K 0.04%
2,823
309
$82K 0.04%
1,978
310
$82K 0.04%
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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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315
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473
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316
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519
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317
$74K 0.03%
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318
$73K 0.03%
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319
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320
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1,308
-116
321
$71K 0.03%
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322
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912
323
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324
$69K 0.03%
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325
$69K 0.03%
1,101
11 12
13
14 15