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
376
$51K 0.03%
1,402
377
$49K 0.03%
1,591
378
$49K 0.03%
1,484
379
$47K 0.02%
1,797
+76
380
$47K 0.02%
2,970
381
$47K 0.02%
555
+226
382
$47K 0.02%
776
+156
383
$46K 0.02%
2,593
384
$46K 0.02%
638
385
$46K 0.02%
1,307
386
$46K 0.02%
313
+50
387
$46K 0.02%
500
388
$45K 0.02%
1,267
-166
389
$45K 0.02%
5,392
+3,000
390
$45K 0.02%
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391
$44K 0.02%
251
392
$44K 0.02%
1,165
393
$44K 0.02%
2,546
394
$44K 0.02%
9,800
-1,400
395
$42K 0.02%
1,400
396
$42K 0.02%
494
397
$41K 0.02%
1,113
+100
398
$41K 0.02%
859
399
$41K 0.02%
1,215
400
$40K 0.02%
500
14 15
16
17 18