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
26
$2.08M 0.92%
13,913
+681
27
$2.03M 0.9%
17,740
-106
28
$1.95M 0.87%
34,200
-889
29
$1.91M 0.85%
45,239
-476
30
$1.91M 0.85%
33,409
+2,567
31
$1.87M 0.83%
11,857
32
$1.86M 0.83%
22,209
-4,613
33
$1.76M 0.78%
13,009
-2,277
34
$1.75M 0.78%
17,399
+14
35
$1.73M 0.77%
20,622
-4,221
36
$1.72M 0.77%
12,329
-8
37
$1.7M 0.76%
37,996
-280
38
$1.63M 0.72%
85,410
+3,783
39
$1.59M 0.71%
64,665
-12,345
40
$1.59M 0.71%
12,122
-58
41
$1.5M 0.67%
29,344
+48
42
$1.5M 0.66%
18,248
+1,093
43
$1.45M 0.65%
9,032
+30
44
$1.41M 0.63%
5,155
+60
45
$1.4M 0.62%
29,654
-63
46
$1.39M 0.62%
27,315
-1,347
47
$1.33M 0.59%
53,584
-25,696
48
$1.25M 0.56%
49,543
-4,528
49
$1.25M 0.55%
6,765
-29
50
$1.24M 0.55%
17,705
+84
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2
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