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
376
$46K 0.02%
204
+20
377
$46K 0.02%
837
378
$46K 0.02%
730
-420
379
$45K 0.02%
974
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380
$45K 0.02%
3,174
381
$44K 0.02%
1,689
-45
382
$44K 0.02%
300
383
$43K 0.02%
228
384
$43K 0.02%
500
385
$42K 0.02%
200
386
$41K 0.02%
400
387
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236
388
$41K 0.02%
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-44
389
$40K 0.02%
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390
$39K 0.02%
3,346
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391
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392
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550
393
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398
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399
$38K 0.02%
227
400
$38K 0.02%
588
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16
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