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
501
$15K 0.01%
1,026
-26
502
$15K 0.01%
526
503
$15K 0.01%
600
504
$14K 0.01%
264
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505
$14K 0.01%
200
506
$14K 0.01%
1,318
+156
507
$14K 0.01%
780
508
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250
509
$14K 0.01%
500
510
$13K 0.01%
275
511
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512
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1,275
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513
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514
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518
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519
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520
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521
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523
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524
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525
$12K 0.01%
455
+444
19 20
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