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
26
$1.9M 0.87%
82,260
+2,025
27
$1.88M 0.86%
33,845
+1,886
28
$1.83M 0.84%
16,500
-100
29
$1.8M 0.82%
11,063
-8,670
30
$1.76M 0.8%
39,532
-204
31
$1.71M 0.78%
33,050
-5,674
32
$1.71M 0.78%
17,482
-477
33
$1.67M 0.77%
4,275
-828
34
$1.65M 0.75%
10,409
+232
35
$1.62M 0.74%
45,514
-235
36
$1.59M 0.73%
30,531
-415
37
$1.58M 0.72%
14,425
+233
38
$1.55M 0.71%
11,993
+53
39
$1.53M 0.7%
13,838
-769
40
$1.52M 0.69%
11,609
-14
41
$1.45M 0.66%
9,910
-197
42
$1.44M 0.66%
26,776
-447
43
$1.43M 0.66%
12,323
-49
44
$1.43M 0.66%
23,037
-5,071
45
$1.43M 0.65%
20,911
-410
46
$1.41M 0.64%
6,793
-38
47
$1.32M 0.6%
182,640
+137,760
48
$1.32M 0.6%
28,508
-639
49
$1.3M 0.59%
14,641
-524
50
$1.29M 0.59%
11,926
-256
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2
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