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
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$22K 0.01%
425
502
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403
503
$21K 0.01%
452
504
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139
+64
505
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515
506
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328
+6
507
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508
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450
509
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750
510
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-17
511
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200
-581
512
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1,500
513
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849
514
$21K 0.01%
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515
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516
$21K 0.01%
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517
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119
518
$21K 0.01%
1,234
519
$20K 0.01%
551
520
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675
+250
521
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600
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522
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1,000
523
$20K 0.01%
475
524
$20K 0.01%
111
525
$20K 0.01%
376
+340
19 20
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