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
401
$34K 0.02%
199
-30
402
$34K 0.02%
403
403
$34K 0.02%
785
-66
404
$34K 0.02%
2,000
405
$34K 0.02%
538
-76
406
$33K 0.02%
1,123
+5
407
$33K 0.02%
346
-71
408
$33K 0.02%
252
409
$33K 0.02%
500
410
$33K 0.02%
750
-150
411
$33K 0.02%
303
+3
412
$32K 0.01%
183
413
$32K 0.01%
440
-156
414
$32K 0.01%
264
415
$32K 0.01%
486
416
$32K 0.01%
250
417
$31K 0.01%
350
418
$31K 0.01%
1,000
419
$31K 0.01%
745
+7
420
$31K 0.01%
507
+6
421
$30K 0.01%
459
+5
422
$30K 0.01%
2,218
-440
423
$30K 0.01%
545
-108
424
$30K 0.01%
339
-86
425
$30K 0.01%
29
-4
15 16
17
18 19