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
$456M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$3.72M
3
+$3.67M
4
NFLX icon
Netflix
NFLX
+$3.36M
5
PYPL icon
PayPal
PYPL
+$2.78M

Top Sells

1
+$3.45M
2
+$3.3M
3
+$1.35M
4
MSCI icon
MSCI
MSCI
+$1.35M
5
MA icon
Mastercard
MA
+$842K

Sector Composition

1 Technology 21.51%
2 Financials 15.61%
3 Healthcare 12.45%
4 Consumer Discretionary 9.03%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.91%
7,454
+48
27
$3.98M 0.87%
18,552
+3,457
28
$3.94M 0.87%
25,813
+347
29
$3.93M 0.86%
13,115
-57
30
$3.81M 0.84%
48,780
31
$3.72M 0.82%
+10,192
32
$3.58M 0.79%
26,300
-9,902
33
$3.48M 0.76%
128,355
-114
34
$3.29M 0.72%
11,059
-1,132
35
$3.11M 0.68%
49,516
+980
36
$3.07M 0.67%
18,920
+334
37
$3.02M 0.66%
18,013
-34
38
$2.95M 0.65%
31,400
39
$2.77M 0.61%
20,617
-99
40
$2.77M 0.61%
27,928
-425
41
$2.75M 0.6%
4,775
42
$2.71M 0.59%
31,974
-362
43
$2.7M 0.59%
14,762
-314
44
$2.65M 0.58%
16,338
-9
45
$2.61M 0.57%
8,665
+140
46
$2.47M 0.54%
52,778
+4,521
47
$2.4M 0.53%
17,462
+231
48
$2.38M 0.52%
28,961
+283
49
$2.37M 0.52%
17,020
-23,740
50
$2.35M 0.52%
18,329
+305
1
2
3 4 5