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
301
$91K 0.04%
557
-58
302
$90K 0.04%
600
+200
303
$90K 0.04%
575
304
$90K 0.04%
2,971
305
$89K 0.04%
176
-10
306
$89K 0.04%
445
307
$88K 0.04%
1,874
308
$88K 0.04%
1,446
+147
309
$86K 0.04%
861
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310
$86K 0.04%
1,696
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311
$84K 0.04%
800
312
$83K 0.04%
700
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313
$83K 0.04%
750
314
$82K 0.04%
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315
$82K 0.04%
2,823
316
$82K 0.04%
3,435
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317
$82K 0.04%
1,254
+300
318
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319
$80K 0.04%
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320
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321
$80K 0.04%
2,301
-20
322
$79K 0.04%
2,740
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323
$79K 0.04%
2,990
+17
324
$78K 0.03%
1,978
325
$78K 0.03%
1,300
11 12
13
14 15