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
376
$42K 0.02%
490
377
$42K 0.02%
754
+235
378
$42K 0.02%
378
-54
379
$41K 0.02%
236
380
$41K 0.02%
965
381
$41K 0.02%
1,000
382
$40K 0.02%
581
-103
383
$40K 0.02%
2,214
384
$40K 0.02%
500
385
$40K 0.02%
400
386
$40K 0.02%
200
387
$39K 0.02%
441
388
$38K 0.02%
828
389
$37K 0.02%
762
+1
390
$36K 0.02%
+536
391
$36K 0.02%
550
392
$36K 0.02%
900
393
$36K 0.02%
+263
394
$36K 0.02%
1,118
395
$35K 0.02%
2,667
-664
396
$35K 0.02%
610
397
$35K 0.02%
787
-151
398
$35K 0.02%
400
399
$34K 0.02%
343
+22
400
$34K 0.02%
441
14 15
16
17 18