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
401
$40K 0.02%
600
402
$40K 0.02%
1,005
403
$40K 0.02%
965
-235
404
$40K 0.02%
833
405
$39K 0.02%
824
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406
$39K 0.02%
1,381
-132
407
$39K 0.02%
570
+200
408
$39K 0.02%
557
-819
409
$39K 0.02%
690
-26
410
$38K 0.02%
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-31
411
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710
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412
$38K 0.02%
2,011
413
$38K 0.02%
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415
$36K 0.02%
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416
$36K 0.02%
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417
$36K 0.02%
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418
$36K 0.02%
900
419
$36K 0.02%
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420
$35K 0.02%
550
421
$35K 0.02%
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422
$35K 0.02%
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423
$35K 0.02%
248
424
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606
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425
$34K 0.02%
222
15 16
17
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