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
$446M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$2.1M
3
+$1.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$723K
5
DOCU icon
DocuSign
DOCU
+$702K

Top Sells

1
+$2.11M
2
+$1.77M
3
+$1.45M
4
META icon
Meta Platforms (Facebook)
META
+$1.39M
5
ONTF icon
ON24
ONTF
+$668K

Sector Composition

1 Technology 22.64%
2 Financials 15.4%
3 Healthcare 13.79%
4 Communication Services 9.73%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.95%
15,095
+690
27
$4.17M 0.93%
25,466
-463
28
$4.08M 0.91%
12,191
+352
29
$4.05M 0.91%
48,780
30
$4.04M 0.91%
6,713
+272
31
$3.88M 0.87%
12,688
+964
32
$3.57M 0.8%
21,424
+1,089
33
$3.54M 0.79%
57,935
-87
34
$3.45M 0.77%
20,716
+912
35
$3.45M 0.77%
29,472
+973
36
$3.22M 0.72%
48,536
-675
37
$3.19M 0.72%
18,586
+950
38
$3.13M 0.7%
18,047
-51
39
$3.06M 0.69%
8,525
+464
40
$3.02M 0.68%
32,336
-599
41
$2.98M 0.67%
31,400
42
$2.81M 0.63%
4,277
+102
43
$2.71M 0.61%
4,775
44
$2.67M 0.6%
17,231
+167
45
$2.44M 0.55%
28,353
-299
46
$2.43M 0.54%
48,257
+304
47
$2.36M 0.53%
3,855
+102
48
$2.36M 0.53%
15,076
+163
49
$2.35M 0.53%
87,519
-66,108
50
$2.33M 0.52%
18,024
+19
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2
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