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
326
$76K 0.04%
208
327
$76K 0.04%
1,362
+102
328
$75K 0.04%
417
+17
329
$74K 0.04%
4,405
+1,327
330
$74K 0.04%
838
331
$74K 0.04%
875
332
$73K 0.04%
300
333
$72K 0.04%
1,291
-121
334
$71K 0.04%
1,820
335
$70K 0.04%
942
+23
336
$70K 0.04%
1,673
+64
337
$69K 0.04%
1,300
338
$69K 0.04%
1,101
-2
339
$68K 0.04%
3,016
340
$68K 0.04%
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+2
341
$65K 0.03%
800
342
$65K 0.03%
772
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343
$64K 0.03%
150
344
$64K 0.03%
705
345
$64K 0.03%
936
346
$64K 0.03%
1,072
+111
347
$63K 0.03%
327
+10
348
$63K 0.03%
1,078
349
$63K 0.03%
1,255
-60
350
$62K 0.03%
3,683
-928
12 13
14
15 16