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
$163M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$909K
3
+$857K
4
CRM icon
Salesforce
CRM
+$618K
5
NOW icon
ServiceNow
NOW
+$583K

Top Sells

1
+$2.68M
2
+$2.07M
3
+$1.93M
4
RTX icon
RTX Corp
RTX
+$1.79M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.51M

Sector Composition

1 Technology 21.26%
2 Financials 18.61%
3 Healthcare 12.85%
4 Communication Services 9.42%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.05%
6,853
-415
27
$1.67M 1.03%
14,668
-1,336
28
$1.67M 1.03%
6,487
+965
29
$1.63M 1%
11,294
+4,295
30
$1.61M 0.99%
27,760
-15,340
31
$1.58M 0.97%
32,514
-31,169
32
$1.54M 0.95%
44,856
-1,460
33
$1.54M 0.95%
3,154
+5
34
$1.49M 0.92%
5,194
+2,036
35
$1.48M 0.91%
12,281
-358
36
$1.44M 0.88%
102,234
-1,698
37
$1.42M 0.87%
17,798
-197
38
$1.42M 0.87%
9,385
-3,955
39
$1.38M 0.85%
15,331
-594
40
$1.38M 0.85%
16,647
-4,575
41
$1.36M 0.84%
22,656
+1,048
42
$1.36M 0.84%
6,254
+56
43
$1.33M 0.82%
13,754
+102
44
$1.31M 0.8%
63,572
+5,096
45
$1.29M 0.8%
6,385
+10
46
$1.25M 0.77%
28,202
+721
47
$1.18M 0.73%
11,901
+251
48
$1.17M 0.72%
52,963
+1,053
49
$1.16M 0.71%
21,391
-789
50
$1.15M 0.71%
15,651
-252
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2
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