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
451
$23K 0.01%
275
452
$23K 0.01%
500
453
$23K 0.01%
+269
454
$23K 0.01%
413
455
$23K 0.01%
293
456
$23K 0.01%
3,700
457
$23K 0.01%
129
458
$23K 0.01%
37
459
$23K 0.01%
630
+44
460
$23K 0.01%
159
+91
461
$22K 0.01%
950
+360
462
$22K 0.01%
500
463
$22K 0.01%
1,582
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464
$22K 0.01%
1,618
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465
$21K 0.01%
500
466
$21K 0.01%
421
467
$21K 0.01%
922
468
$21K 0.01%
1,500
469
$21K 0.01%
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470
$21K 0.01%
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$21K 0.01%
174
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472
$21K 0.01%
787
473
$20K 0.01%
573
474
$20K 0.01%
618
475
$20K 0.01%
300
17 18
19
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