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
$397M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.51M
3
+$668K
4
ADSK icon
Autodesk
ADSK
+$617K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$453K

Top Sells

1
+$2.66M
2
+$712K
3
+$702K
4
ZTS icon
Zoetis
ZTS
+$521K
5
ADBE icon
Adobe
ADBE
+$519K

Sector Composition

1 Technology 22.41%
2 Financials 16.66%
3 Healthcare 13.23%
4 Communication Services 10.79%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.99%
6,441
+345
27
$3.93M 0.99%
153,627
+7,731
28
$3.82M 0.96%
48,780
29
$3.76M 0.95%
87,408
+718
30
$3.63M 0.91%
25,929
-138
31
$3.6M 0.91%
11,839
+528
32
$3.41M 0.86%
58,022
+1,969
33
$3.41M 0.86%
+20,335
34
$3.21M 0.81%
11,724
+407
35
$3.14M 0.79%
28,499
-2,742
36
$2.98M 0.75%
31,400
37
$2.89M 0.73%
17,064
+759
38
$2.88M 0.72%
19,804
+733
39
$2.86M 0.72%
49,211
+2,351
40
$2.78M 0.7%
4,175
+91
41
$2.73M 0.69%
109,308
+3,180
42
$2.72M 0.68%
18,098
-425
43
$2.71M 0.68%
17,636
+220
44
$2.68M 0.67%
47,953
+1,956
45
$2.67M 0.67%
8,061
+348
46
$2.59M 0.65%
32,935
+150
47
$2.46M 0.62%
28,652
+1,565
48
$2.36M 0.59%
5,991
+227
49
$2.28M 0.57%
3,753
+130
50
$2.27M 0.57%
14,913
+475
1
2
3 4 5