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
$338M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.65M
3
+$2.58M
4
PM icon
Philip Morris
PM
+$2.53M
5
META icon
Meta Platforms (Facebook)
META
+$2.25M

Top Sells

1
+$9.95M
2
+$2.96M
3
+$2.83M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.08M
5
ALGN icon
Align Technology
ALGN
+$828K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.07%
3 Financials 13.14%
4 Communication Services 10.92%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.01%
25,319
+1,720
27
$3.4M 1.01%
31,122
+1,001
28
$3.38M 1%
12,179
-1,433
29
$3.16M 0.93%
56,585
+35,830
30
$3.12M 0.92%
86,185
+3,118
31
$2.93M 0.87%
15,876
+3,322
32
$2.79M 0.82%
31,400
+28,500
33
$2.75M 0.81%
11,316
-214
34
$2.67M 0.79%
45,622
+32,331
35
$2.61M 0.77%
17,740
-1,070
36
$2.61M 0.77%
14,289
+409
37
$2.6M 0.77%
18,382
+6,351
38
$2.56M 0.76%
47,268
+2,500
39
$2.56M 0.76%
19,223
+975
40
$2.51M 0.74%
100,704
+2,608
41
$2.43M 0.72%
32,183
+1,959
42
$2.36M 0.7%
40,577
+2,181
43
$2.24M 0.66%
4,132
-1,529
44
$2.16M 0.64%
29,371
+12,369
45
$2.13M 0.63%
5,708
+690
46
$2.13M 0.63%
14,165
+1,696
47
$2.12M 0.63%
17,999
+679
48
$2.12M 0.63%
41,429
+34,419
49
$2.05M 0.61%
26,581
+2,547
50
$1.99M 0.59%
12,344
-1,432
1
2
3 4 5