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
$219M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.05M
3
+$1.56M
4
RTX icon
RTX Corp
RTX
+$1.35M
5
MSFT icon
Microsoft
MSFT
+$1.3M

Top Sells

1
+$1.72M
2
+$458K
3
+$335K
4
HSBC icon
HSBC
HSBC
+$306K
5
BIDU icon
Baidu
BIDU
+$259K

Sector Composition

1 Technology 24.81%
2 Financials 16.74%
3 Healthcare 11.85%
4 Communication Services 10.36%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.07%
12,149
+244
27
$2.29M 1.05%
3,679
+525
28
$2.26M 1.03%
19,279
-1,316
29
$2.21M 1.01%
126,024
+23,790
30
$2.17M 0.99%
11,415
+2,030
31
$2.04M 0.93%
6,934
+81
32
$1.9M 0.87%
14,567
-101
33
$1.84M 0.84%
33,391
+968
34
$1.76M 0.81%
23,991
+9,106
35
$1.74M 0.8%
44,692
-164
36
$1.71M 0.78%
3,765
+2,720
37
$1.67M 0.77%
6,099
+1,060
38
$1.64M 0.75%
16,751
+104
39
$1.62M 0.74%
32,407
-107
40
$1.59M 0.73%
12,029
-252
41
$1.58M 0.72%
6,100
-154
42
$1.57M 0.72%
17,262
-536
43
$1.57M 0.72%
4,710
+1,075
44
$1.54M 0.7%
5,001
-1,486
45
$1.53M 0.7%
6,481
+96
46
$1.46M 0.67%
89,244
+8,924
47
$1.42M 0.65%
62,945
-627
48
$1.41M 0.65%
12,672
-1,082
49
$1.41M 0.65%
15,005
-326
50
$1.38M 0.63%
11,411
+2,285
1
2
3 4 5