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
326
$77K 0.03%
705
327
$77K 0.03%
1,951
-45
328
$77K 0.03%
1,040
329
$77K 0.03%
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330
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2,720
331
$74K 0.03%
415
332
$73K 0.03%
1,183
333
$72K 0.03%
2,110
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334
$71K 0.03%
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335
$70K 0.03%
178
336
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337
$69K 0.03%
400
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338
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339
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340
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342
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347
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348
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349
$61K 0.03%
2,459
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350
$61K 0.03%
1,484
12 13
14
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