YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$896K
2
+$374K
3
+$243K
4
ABEV icon
Ambev
ABEV
+$154K
5
MDLZ icon
Mondelez International
MDLZ
+$122K

Top Sells

1
+$3.21M
2
+$2.85M
3
+$2.82M
4
META icon
Meta Platforms (Facebook)
META
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.56M

Sector Composition

1 Technology 18.13%
2 Financials 16.6%
3 Healthcare 12.44%
4 Consumer Discretionary 10.68%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K 0.01%
517
-307
477
$25K 0.01%
1,730
-810
478
$25K 0.01%
+978
479
$24K 0.01%
659
-3
480
$24K 0.01%
+75
481
$24K 0.01%
294
482
$24K 0.01%
3,700
483
$24K 0.01%
1,306
484
$24K 0.01%
740
+8
485
$24K 0.01%
1,045
486
$24K 0.01%
+780
487
$24K 0.01%
888
488
$24K 0.01%
+1,296
489
$24K 0.01%
132
490
$23K 0.01%
1,932
491
$23K 0.01%
457
-63
492
$23K 0.01%
416
-5
493
$23K 0.01%
+312
494
$23K 0.01%
205
495
$23K 0.01%
982
496
$23K 0.01%
291
+1
497
$23K 0.01%
541
-57
498
$23K 0.01%
606
-106
499
$22K 0.01%
413
500
$22K 0.01%
518
-259
18 19
20
21 22