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
$299M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$5.65M
3
+$2.96M
4
ILMN icon
Illumina
ILMN
+$1.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Top Sells

1
+$307K
2
+$303K
3
+$285K
4
BK icon
Bank of New York Mellon
BK
+$236K
5
CB icon
Chubb
CB
+$224K

Sector Composition

1 Technology 24.13%
2 Financials 17.35%
3 Healthcare 13.61%
4 Communication Services 9.42%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.05%
11,837
+18
27
$3.06M 1.02%
83,067
-4,004
28
$3.02M 1.01%
5,661
+284
29
$3M 1.01%
12,960
-9
30
$2.96M 0.99%
+113,735
31
$2.83M 0.95%
13,473
+672
32
$2.83M 0.95%
32,240
+1,440
33
$2.78M 0.93%
11,530
-275
34
$2.65M 0.89%
18,810
-190
35
$2.58M 0.86%
18,248
+764
36
$2.35M 0.79%
44,768
+305
37
$2.33M 0.78%
30,224
+352
38
$2.27M 0.76%
12,554
+64
39
$2.26M 0.76%
38,396
+1,022
40
$2.22M 0.74%
13,880
+635
41
$2.18M 0.73%
98,096
+4,296
42
$2.08M 0.7%
4,306
+214
43
$2.01M 0.67%
13,776
-175
44
$1.94M 0.65%
4,333
+190
45
$1.91M 0.64%
3,526
+2,700
46
$1.89M 0.63%
6,921
+438
47
$1.83M 0.61%
17,320
+24
48
$1.82M 0.61%
4,825
+81
49
$1.81M 0.6%
+5,018
50
$1.78M 0.6%
12,031
+24
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2
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