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
$238M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.91M
3
+$1.53M
4
COST icon
Costco
COST
+$1.24M
5
META icon
Meta Platforms (Facebook)
META
+$702K

Top Sells

1
+$6.67M
2
+$4.95M
3
+$1.77M
4
NFLX icon
Netflix
NFLX
+$1.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$802K

Sector Composition

1 Technology 23.57%
2 Financials 16.98%
3 Healthcare 14.87%
4 Communication Services 9.65%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.08%
11,805
-344
27
$2.45M 1.03%
28,469
+4,478
28
$2.44M 1.03%
19,000
-279
29
$2.4M 1.01%
129,846
+3,822
30
$2.29M 0.96%
4,092
+413
31
$2.26M 0.95%
30,800
-10,940
32
$2.22M 0.93%
37,374
+3,983
33
$2.19M 0.92%
17,484
+733
34
$2.11M 0.88%
21,871
+6,866
35
$2.07M 0.87%
29,872
+7,832
36
$2.06M 0.86%
44,463
-229
37
$1.87M 0.78%
13,951
-616
38
$1.81M 0.76%
5,412
+411
39
$1.76M 0.74%
5,377
-722
40
$1.68M 0.71%
4,744
+3,480
41
$1.66M 0.7%
12,007
-22
42
$1.66M 0.7%
13,245
+1,834
43
$1.6M 0.67%
93,800
+4,556
44
$1.6M 0.67%
17,296
+34
45
$1.55M 0.65%
12,490
-182
46
$1.53M 0.64%
+6,483
47
$1.53M 0.64%
30,493
-1,914
48
$1.5M 0.63%
6,225
+125
49
$1.5M 0.63%
5,890
-591
50
$1.48M 0.62%
4,143
-567
1
2
3 4 5