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
326
$68K 0.03%
745
-175
327
$68K 0.03%
425
-400
328
$68K 0.03%
1,300
329
$68K 0.03%
750
330
$67K 0.03%
800
331
$67K 0.03%
1,194
-120
332
$66K 0.03%
1,390
333
$66K 0.03%
2,286
334
$65K 0.03%
705
335
$65K 0.03%
550
-70
336
$65K 0.03%
500
337
$64K 0.03%
451
338
$63K 0.03%
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339
$61K 0.03%
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340
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342
$60K 0.03%
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343
$59K 0.03%
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344
$59K 0.03%
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345
$59K 0.03%
330
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346
$58K 0.03%
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347
$54K 0.02%
1,215
348
$54K 0.02%
1,360
349
$54K 0.02%
1,484
350
$52K 0.02%
1,165
12 13
14
15 16