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
401
$38K 0.02%
500
402
$37K 0.02%
2,667
+803
403
$36K 0.02%
900
404
$36K 0.02%
440
405
$35K 0.02%
180
406
$35K 0.02%
192
-2
407
$35K 0.02%
50
408
$35K 0.02%
905
409
$35K 0.02%
509
-60
410
$34K 0.02%
252
411
$33K 0.01%
750
412
$33K 0.01%
582
+41
413
$32K 0.01%
350
414
$32K 0.01%
365
415
$32K 0.01%
1,000
416
$31K 0.01%
1,750
417
$31K 0.01%
558
+31
418
$30K 0.01%
446
419
$29K 0.01%
1,294
+293
420
$29K 0.01%
460
-32
421
$29K 0.01%
250
422
$28K 0.01%
+251
423
$28K 0.01%
216
424
$28K 0.01%
385
425
$28K 0.01%
535
15 16
17
18 19