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
351
$60K 0.03%
1,402
352
$59K 0.03%
50
353
$59K 0.03%
1,892
-193
354
$57K 0.03%
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355
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231
356
$57K 0.03%
669
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357
$57K 0.03%
1,820
358
$56K 0.02%
550
359
$56K 0.02%
957
360
$55K 0.02%
870
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361
$54K 0.02%
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362
$52K 0.02%
954
363
$52K 0.02%
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364
$52K 0.02%
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367
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246
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369
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11,880
-1,440
372
$48K 0.02%
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373
$48K 0.02%
624
374
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1,042
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375
$47K 0.02%
965
13 14
15
16 17