YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
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
+$896K
2
+$374K
3
+$243K
4
ABEV icon
Ambev
ABEV
+$154K
5
MDLZ icon
Mondelez International
MDLZ
+$122K

Top Sells

1
+$3.21M
2
+$2.85M
3
+$2.82M
4
META icon
Meta Platforms (Facebook)
META
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 18.13%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.68%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$52K 0.02%
698
-120
352
$52K 0.02%
1,165
353
$51K 0.02%
791
-110
354
$51K 0.02%
273
-305
355
$51K 0.02%
1,402
356
$50K 0.02%
270
357
$50K 0.02%
1,400
358
$50K 0.02%
1,365
359
$50K 0.02%
1,150
+234
360
$50K 0.02%
523
361
$48K 0.02%
251
362
$47K 0.02%
2,970
363
$47K 0.02%
439
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364
$46K 0.02%
1,424
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365
$45K 0.02%
350
366
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807
367
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900
368
$44K 0.02%
624
369
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248
370
$44K 0.02%
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371
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1,750
-37,790
372
$44K 0.02%
50
373
$43K 0.02%
500
374
$43K 0.02%
300
375
$42K 0.02%
1,200
13 14
15
16 17