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
$383M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.27M
3
+$716K
4
CSCO icon
Cisco
CSCO
+$368K
5
AZTA icon
Azenta
AZTA
+$300K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$721K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
NVDA icon
NVIDIA
NVDA
+$512K

Sector Composition

1 Technology 22.54%
2 Financials 17.24%
3 Healthcare 13.53%
4 Communication Services 10.52%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 0.99%
145,896
+4,821
27
$3.57M 0.93%
12,242
+63
28
$3.54M 0.92%
56,053
-532
29
$3.52M 0.92%
26,067
+748
30
$3.49M 0.91%
31,241
+119
31
$3.4M 0.89%
86,690
+505
32
$3.22M 0.84%
6,096
-2,506
33
$3.11M 0.81%
31,400
34
$3.07M 0.8%
11,317
+1
35
$2.95M 0.77%
19,071
-152
36
$2.93M 0.76%
46,860
+1,238
37
$2.87M 0.75%
16,305
+429
38
$2.76M 0.72%
106,128
+5,424
39
$2.75M 0.72%
18,523
+141
40
$2.74M 0.72%
11,311
-2,978
41
$2.7M 0.7%
17,416
-324
42
$2.65M 0.69%
5,764
+56
43
$2.62M 0.68%
45,997
-1,271
44
$2.5M 0.65%
4,084
-48
45
$2.4M 0.63%
32,785
+602
46
$2.36M 0.62%
7,713
+387
47
$2.36M 0.62%
42,049
+1,472
48
$2.31M 0.6%
27,087
+506
49
$2.22M 0.58%
28,493
-878
50
$2.2M 0.57%
17,989
-10
1
2
3 4 5