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
$225M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$343K
3
+$273K
4
META icon
Meta Platforms (Facebook)
META
+$256K
5
HUBB icon
Hubbell
HUBB
+$244K

Top Sells

1
+$746K
2
+$623K
3
+$469K
4
ADP icon
Automatic Data Processing
ADP
+$390K
5
SBUX icon
Starbucks
SBUX
+$362K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K 0.01%
175
477
$20K 0.01%
620
+60
478
$20K 0.01%
1,384
+384
479
$19K 0.01%
412
-7
480
$19K 0.01%
123
-3
481
$19K 0.01%
740
482
$19K 0.01%
1,020
483
$19K 0.01%
756
+30
484
$19K 0.01%
1,500
485
$19K 0.01%
115
486
$19K 0.01%
319
487
$18K 0.01%
200
488
$18K 0.01%
189
-62
489
$18K 0.01%
150
490
$17K 0.01%
155
-50
491
$17K 0.01%
638
492
$17K 0.01%
650
493
$17K 0.01%
+300
494
$17K 0.01%
325
495
$17K 0.01%
500
496
$17K 0.01%
200
497
$17K 0.01%
300
498
$17K 0.01%
597
+40
499
$16K 0.01%
202
500
$15K 0.01%
617
18 19
20
21 22