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

Top Buys

1
+$692K
2
+$320K
3
+$283K
4
META icon
Meta Platforms (Facebook)
META
+$271K
5
HUBB icon
Hubbell
HUBB
+$258K

Top Sells

1
+$748K
2
+$640K
3
+$397K
4
SBUX icon
Starbucks
SBUX
+$387K
5
DD icon
DuPont de Nemours
DD
+$370K

Sector Composition

1 Financials 18.59%
2 Technology 17.56%
3 Healthcare 10.95%
4 Consumer Discretionary 9.59%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K 0.01%
175
477
$20K 0.01%
310
+30
478
$20K 0.01%
1,384
+384
479
$19K 0.01%
412
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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%
115
485
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319
486
$19K 0.01%
1,500
487
$18K 0.01%
189
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488
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489
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638
493
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494
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498
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499
$16K 0.01%
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500
$15K 0.01%
617
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