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
26
$1.73M 0.9%
13,840
+82
27
$1.69M 0.88%
43,917
-1,395
28
$1.6M 0.83%
876
+90
29
$1.53M 0.79%
28,464
-1,843
30
$1.51M 0.78%
6,019
+350
31
$1.49M 0.77%
10,001
-44
32
$1.48M 0.77%
15,570
+585
33
$1.45M 0.75%
40,508
+648
34
$1.38M 0.71%
12,367
-173
35
$1.36M 0.71%
30,299
-764
36
$1.36M 0.71%
27,567
-317
37
$1.35M 0.7%
7,253
+41
38
$1.33M 0.69%
27,593
-774
39
$1.33M 0.69%
9,826
-287
40
$1.31M 0.68%
25,322
-847
41
$1.29M 0.67%
9,325
+105
42
$1.29M 0.67%
17,708
-248
43
$1.27M 0.66%
20,767
+893
44
$1.24M 0.64%
10,094
-98
45
$1.14M 0.59%
23,148
+100
46
$1.14M 0.59%
12,562
-56
47
$1.12M 0.58%
15,393
-317
48
$1.12M 0.58%
37,854
-304
49
$1.1M 0.57%
11,211
-493
50
$1.08M 0.56%
2,427
-406
1
2
3 4 5