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
451
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200
452
$28K 0.01%
2,040
-178
453
$28K 0.01%
256
-15
454
$27K 0.01%
271
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455
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+425
456
$27K 0.01%
293
457
$27K 0.01%
2,000
458
$27K 0.01%
600
459
$27K 0.01%
1,029
+669
460
$26K 0.01%
550
461
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1,500
462
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463
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464
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466
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228
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500
469
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$25K 0.01%
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472
$24K 0.01%
535
473
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421
474
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728
475
$24K 0.01%
160
+41
17 18
19
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